Wr Wealth Planners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 315 shares of VOO stock, worth $163,044. This represents 0.05% of its overall portfolio holdings.
Number of Shares
315
Previous 379
16.89%
Holding current value
$163,044
Previous $182,000
13.74%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VOO
# of Institutions
2,999Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.3 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.9 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.9 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.3 Billion0.78% of portfolio