Twelve Points Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Twelve Points Wealth Management LLC
- $337 Million
- Q4 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 636 shares of VOO stock, worth $351,930. This represents 0.1% of its overall portfolio holdings.
Number of Shares
636
Previous 505
25.94%
Holding current value
$351,930
Previous $266,000
28.57%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,284Shares Held
406MCall Options Held
2.08MPut Options Held
2.68M-
Proficio Capital Partners LLC Newton, MA36MShares$19.9 Billion11.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio