Wellspring Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Wellspring Financial Advisors, LLC
- $957 Billion
- Q4 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 608,695 shares of VOO stock, worth $321 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
608,695
Previous 541,104
12.49%
Holding current value
$321 Million
Previous $3.91 Billion
3.64%
% of portfolio
0.42%
Previous 0.47%
Shares
20 transactions
Others Institutions Holding VOO
# of Institutions
3,528Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.1 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.9 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.6 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.4 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.3 Billion7.64% of portfolio