Luminvest Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 16,613 shares of VOO stock, worth $9.18 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
16,613
Previous 16,637
0.14%
Holding current value
$9.18 Million
Previous $8.35 Billion
5.83%
% of portfolio
3.67%
Previous 3.92%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.2 Billion0.86% of portfolio