Walter & Keenan Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
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 9,151 shares of VOO stock, worth $4.63 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
9,151
Previous 9,168
0.19%
Holding current value
$4.63 Million
Previous $4.94 Million
4.8%
% of portfolio
1.43%
Previous 1.5%
Shares
17 transactions
Others Institutions Holding VOO
# of Institutions
3,560Shares Held
477MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.5 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$11.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.8 Billion7.64% of portfolio