Orgel Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Orgel Wealth Management, LLC
- $3.62 Billion
- Q1 2025
A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 5,404 shares of VOO stock, worth $2.62 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,404
Previous 4,984
8.43%
Holding current value
$2.62 Million
Previous $2.69 Million
2.87%
% of portfolio
0.08%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding VOO
# of Institutions
3,558Shares Held
477MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$15.7 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$12.8 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$11.6 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$11.4 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.3 Billion7.64% of portfolio