Consolidated Planning Corp Vanguard S&P Mid Cap 400 ETF Transaction History
Consolidated Planning Corp
- $550 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding IVOO
# of Institutions
247Shares Held
8.95MCall Options Held
5.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$109 Million0.01% of portfolio
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Morgan Stanley New York, NY1.08MShares$105 Million0.01% of portfolio
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Lockheed Martin Investment Management CO Bethesda, MD900KShares$87.9 Million6.46% of portfolio
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Ubs Group Ag552KShares$53.9 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO353KShares$34.4 Million0.04% of portfolio