Ci Private Wealth, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$112.69 - $123.97 $49,696 - $54,670	-441 Reduced 18.42%	1,953 $220,000
Q3 2024 Nov 12, 2024	BUY	$105.49 - $116.32 $252,543 - $278,470	2,394 New	2,394 $274,000

Others Institutions Holding IVOG

# of Institutions

156

Shares Held

3.51M

Call Options Held

0

Put Options Held

277

Mariner, LLC Overland Park, KS

691K
Shares

$80 Million
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

196K
Shares

$22.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.9 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

159K
Shares

$18.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

144K
Shares

$16.7 Million
1.87% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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