Wt Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Wt Wealth Management

$391 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 04, 2023	BUY	$392.7 - $420.68 $8,639 - $9,254	22 Added 3.54%	644 $252,000
Q2 2023 Jul 25, 2023	BUY	$371.44 - $407.28 $231,035 - $253,328	622 New	622 $253,000

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.5 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.2 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.9 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.9 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.1 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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