Phillips Wealth Planners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Phillips Wealth Planners LLC
- $100 Billion
- Q4 2024
A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 9,357 shares of VOO stock, worth $5.26 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
9,357
Previous 8,742
7.04%
Holding current value
$5.26 Million
Previous $4.68 Billion
6.77%
% of portfolio
4.99%
Previous 4.48%
Shares
9 transactions
Others Institutions Holding VOO
# of Institutions
3,498Shares Held
476MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$18.3 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.9 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.4 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$13.3 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio