Edge Financial Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Edge Financial Advisors LLC holds 15,998 shares of IVOO stock, worth $1.78 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
15,998
Previous 7,319
118.58%
Holding current value
$1.78 Million
Previous $762 Million
121.74%
% of portfolio
1.5%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding IVOO
# of Institutions
262Shares Held
10MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.18MShares$131 Million0.01% of portfolio
-
Morgan Stanley New York, NY985KShares$110 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$100 Million5.16% of portfolio
-
International Assets Investment Management, LLC Orlando, FL769KShares$85.5 Million0.02% of portfolio
-
Ubs Group Ag570KShares$63.4 Million0.01% of portfolio