Up Strategic Wealth Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $100 Billion
- Q4 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 2,054 shares of VOO stock, worth $1.07 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
2,054
Previous 2,054
-0.0%
Holding current value
$1.07 Million
Previous $1.08 Billion
2.11%
% of portfolio
1.11%
Previous 1.21%
Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,543Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.9 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.7 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.4 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.3 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.2 Billion7.64% of portfolio