Wells Financial Advisors Inc Vanguard Index Fds S&P 500 ETF Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 400 shares of VOO stock, worth $218,016. This represents 0.29% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$218,016
Previous $200,000
5.5%
% of portfolio
0.29%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.7 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio