Wells Financial Advisors Inc Vanguard Index Fds S&P 500 ETF Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 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 $218,532. This represents 0.3% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$218,532
Previous $211,000
1.9%
% of portfolio
0.3%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,522Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio