Triad Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 33,853 shares of VOO stock, worth $17.7 Million. This represents 9.5% of its overall portfolio holdings.
Number of Shares
33,853
Previous 32,164
5.25%
Holding current value
$17.7 Million
Previous $16.1 Billion
11.05%
% of portfolio
9.5%
Previous 8.43%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,061Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.4 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.2 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