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
- $256 Million
- Q3 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 $1.49 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
13,920
Previous 13,920
-0.0%
Holding current value
$1.49 Million
Previous $1.38 Million
6.6%
% of portfolio
0.57%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding IVOO
# of Institutions
270Shares Held
10.4MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$132 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.01MShares$108 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$96.1 Million4.43% of portfolio
-
International Assets Investment Management, LLC Orlando, FL769KShares$82 Million0.02% of portfolio
-
Ubs Group Ag612KShares$65.3 Million0.01% of portfolio