Mittelman Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History
Mittelman Wealth Management
- $154 Billion
- Q2 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 26,149 shares of VOO stock, worth $13.7 Million. This represents 8.48% of its overall portfolio holdings.
Number of Shares
26,149
Previous 26,574
1.6%
Holding current value
$13.7 Million
Previous $12.8 Billion
2.38%
% of portfolio
8.48%
Previous 8.65%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,066Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.3 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio