Up Strategic Wealth Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $133 Billion
- Q3 2025
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 $1.27 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
2,054
Previous 2,054
-0.0%
Holding current value
$1.27 Million
Previous $1.17 Billion
7.64%
% of portfolio
0.94%
Previous 0.91%
Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,871Shares Held
545MCall Options Held
2.75MPut Options Held
3.12M-
Vanguard Group Inc Valley Forge, PA37.9MShares$23.4 Billion0.36% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.3MShares$17.5 Billion5.8% of portfolio
-
Canerector Inc Toronto, A627.6MShares$17.1 Billion2.42% of portfolio
-
Jpmorgan Chase & CO New York, NY27.2MShares$16.8 Billion1.1% of portfolio
-
California Public Employees Retirement System Sacramento, CA26MShares$16 Billion9.88% of portfolio