Balanced Wealth Group LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,283 shares of IVOG stock, worth $250,696. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,283Holding current value
$250,696% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IVOG
# of Institutions
152Shares Held
3.51MCall Options Held
0Put Options Held
277-
Mariner, LLC Overland Park, KS691KShares$75.9 Million0.12% of portfolio
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Raymond James Financial Inc St. Petersburg, FL196KShares$21.5 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$20.8 Million0.03% of portfolio
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Octavia Wealth Advisors, LLC162KShares$17.8 Million2.04% of portfolio
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Lpl Financial LLC Fort Mill, SC159KShares$17.5 Million0.01% of portfolio