Org Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 114 shares of VOO stock, worth $63,919. This represents 0.04% of its overall portfolio holdings.
Number of Shares
114
Previous 550
79.27%
Holding current value
$63,919
Previous $290 Million
99.98%
% of portfolio
0.04%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,206Shares Held
390MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.8 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.4 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13.1 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.3 Billion0.86% of portfolio