Occidental Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Occidental Asset Management, LLC
- $616 Million
- Q3 2024
A detailed history of Occidental Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Occidental Asset Management, LLC holds 3,725 shares of VOO stock, worth $2.06 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,725
Previous 5,240
28.91%
Holding current value
$2.06 Million
Previous $2.62 Million
25.0%
% of portfolio
0.32%
Previous 0.46%
Shares
9 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