Diversify Wealth Management, LLC Vanguard S&P Mid Cap 400 Value Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
Shares
1 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
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Rockland Trust CO805KShares$77.2 Million3.83% of portfolio
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Bank Of America Corp Charlotte, NC270KShares$25.9 Million0.0% of portfolio
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Morgan Stanley New York, NY249KShares$23.9 Million0.0% of portfolio
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Octavia Wealth Advisors, LLC177KShares$17 Million2.11% of portfolio