Bartlett & Co. Wealth Management LLC Vanguard S&P Mid Cap 400 Value Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 268 shares of IVOV stock, worth $25,706. This represents 0.0% of its overall portfolio holdings.
Number of Shares
268
Previous 268
-0.0%
Holding current value
$25,706
Previous $23.5 Million
9.32%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
127Shares Held
4.33MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$81.3 Million0.15% of portfolio
-
Rockland Trust CO805KShares$77.2 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$25.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY249KShares$23.9 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17 Million2.11% of portfolio