Navis Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Navis Wealth Advisors, LLC
- $90.8 Million
- Q3 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 16,649 shares of VOO stock, worth $8.9 Million. This represents 9.67% of its overall portfolio holdings.
Number of Shares
16,649
Previous 16,649
-0.0%
Holding current value
$8.9 Million
Previous $8.33 Million
5.51%
% of portfolio
9.67%
Previous 9.6%
Shares
5 transactions
Others Institutions Holding VOO
# of Institutions
3,048Shares Held
383MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.8 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.5 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.3 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.6 Billion0.78% of portfolio