Defined Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 17,671 shares of VOO stock, worth $9.91 Million. This represents 6.52% of its overall portfolio holdings.
Number of Shares
17,671
Previous 17,765
0.53%
Holding current value
$9.91 Million
Previous $9.37 Million
1.57%
% of portfolio
6.52%
Previous 6.33%
Shares
10 transactions
Others Institutions Holding VOO
# of Institutions
3,436Shares Held
464MCall Options Held
2.12MPut Options Held
2.65M-
Vanguard Group Inc Valley Forge, PA32.5MShares$18.2 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.8 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.4 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$13.2 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio