Level Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 90,409 shares of VOO stock, worth $50.5 Million. This represents 19.36% of its overall portfolio holdings.
Number of Shares
90,409
Previous 94,198
4.02%
Holding current value
$50.5 Million
Previous $49.7 Million
2.0%
% of portfolio
19.36%
Previous 20.42%
Shares
13 transactions
Others Institutions Holding VOO
# of Institutions
3,215Shares 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