Walter & Keenan Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 1,995 shares of VOO stock, worth $1.04 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,995
Previous 2,075
3.86%
Holding current value
$1.04 Million
Previous $997,000
-0.0%
% of portfolio
0.32%
Previous 0.33%
Shares
14 transactions
Others Institutions Holding VOO
# of Institutions
3,001Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.4 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.1 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio