Lji Wealth Management, LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Lji Wealth Management, LLC
- $387 Billion
- Q1 2024
A detailed history of Lji Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 87,100 shares of IVOG stock, worth $9.45 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
87,100
Previous 84,451
3.14%
Holding current value
$9.45 Million
Previous $8.3 Billion
19.12%
% of portfolio
2.56%
Previous 2.15%
Shares
6 transactions
Others Institutions Holding IVOG
# of Institutions
119Shares Held
2.67MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS665KShares$72.2 Million0.16% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL191KShares$20.8 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC154KShares$16.7 Million0.01% of portfolio
-
Stordahl Capital Management, Inc.141KShares$15.3 Million4.02% of portfolio
-
Octavia Wealth Advisors, LLC131KShares$14.2 Million2.2% of portfolio