Asset Planning Corporation Vanguard S&P Mid Cap 400 ETF Transaction History
Asset Planning Corporation
- $159 Million
- Q4 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 58,462 shares of IVOO stock, worth $6.29 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
58,462
Previous 53,188
9.92%
Holding current value
$6.29 Million
Previous $5.62 Million
9.77%
% of portfolio
3.88%
Previous 3.69%
Shares
4 transactions
Others Institutions Holding IVOO
# of Institutions
292Shares Held
11.3MCall Options Held
3.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC1.3MShares$140 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$110 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$96.8 Million3.79% of portfolio
-
Ubs Group Ag746KShares$80.2 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO459KShares$49.3 Million0.04% of portfolio