Trinity Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
Trinity Financial Advisors LLC
- $247 Million
- Q3 2024
A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 15,785 shares of VOO stock, worth $8.73 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
15,785
Previous 11,054
42.8%
Holding current value
$8.73 Million
Previous $5.53 Million
50.67%
% of portfolio
3.37%
Previous 2.54%
Shares
14 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