Shakespeare Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 1,095 shares of VOO stock, worth $564,921. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,095
Previous 1,091
0.37%
Holding current value
$564,921
Previous $575,000
2.43%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding VOO
# of Institutions
3,539Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.6 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.3 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.2 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.1 Billion7.64% of portfolio