Bwm Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 844 shares of VOO stock, worth $469,137. This represents 0.2% of its overall portfolio holdings.
Number of Shares
844
Previous 791
6.7%
Holding current value
$469,137
Previous $418 Million
8.93%
% of portfolio
0.2%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,242Shares Held
401MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.7 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.3 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.2 Billion0.86% of portfolio