Wealth Management Strategies, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 1,632 shares of VOO stock, worth $894,336. This represents 0.58% of its overall portfolio holdings.
Number of Shares
1,632
Previous 1,628
0.25%
Holding current value
$894,336
Previous $877,000
4.45%
% of portfolio
0.58%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,636Shares Held
526MCall Options Held
2.1MPut Options Held
1.61M-
Afbi LP Miami Beach, FL39.9MShares$21.9 Billion100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA34.5MShares$18.9 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$16 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$14.6 Billion5.31% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$13.5 Billion1.04% of portfolio