Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard S&P Mid Cap 400 ETF Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $242 Million
- Q1 2024
A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 13,920 shares of IVOO stock, worth $1.36 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
13,920
Previous 13,920
-0.0%
Holding current value
$1.36 Million
Previous $1.31 Million
9.56%
% of portfolio
0.59%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding IVOO
# of Institutions
246Shares Held
8.96MCall Options Held
5.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$109 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.08MShares$105 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$88.1 Million6.46% of portfolio
-
Ubs Group Ag552KShares$54 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO353KShares$34.5 Million0.04% of portfolio