Asset Planning Corporation Vanguard S&P Mid Cap 400 ETF Transaction History
Asset Planning Corporation
- $152 Million
- Q3 2024
A detailed history of Asset Planning Corporation transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Asset Planning Corporation holds 53,188 shares of IVOO stock, worth $5.78 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
53,188
Previous 52,023
2.24%
Holding current value
$5.78 Million
Previous $5.16 Million
8.98%
% of portfolio
3.69%
Previous 3.87%
Shares
3 transactions
Others Institutions Holding IVOO
# of Institutions
271Shares Held
10.5MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$135 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.01MShares$110 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$97.8 Million4.43% of portfolio
-
International Assets Investment Management, LLC Orlando, FL769KShares$83.5 Million0.02% of portfolio
-
Ubs Group Ag612KShares$66.5 Million0.01% of portfolio