Up Strategic Wealth Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 2,054 shares of VOO stock, worth $1.12 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
2,054Holding current value
$1.12 Million% of portfolio
1.21%Shares
1 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$16.4 Billion0.29% of portfolio
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Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.03% of portfolio
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Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
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Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
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Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio