Capital Advisors Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 733 shares of VOO stock, worth $410,993. This represents 0.07% of its overall portfolio holdings.
Number of Shares
733Holding current value
$410,993% of portfolio
0.07%Shares
1 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
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Jpmorgan Chase & CO New York, NY23.9MShares$13.4 Billion1.03% of portfolio
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Bank Of America Corp Charlotte, NC23.4MShares$13.1 Billion1.04% of portfolio
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Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio
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Morgan Stanley New York, NY22MShares$12.3 Billion0.86% of portfolio