Evernest Financial Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,191 shares of IVOO stock, worth $339,394. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,191Holding current value
$339,394% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IVOO
# of Institutions
269Shares Held
9.67MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$132 Million0.01% of portfolio
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Morgan Stanley New York, NY1.01MShares$107 Million0.01% of portfolio
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Lockheed Martin Investment Management CO Bethesda, MD900KShares$95.7 Million4.43% of portfolio
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Ubs Group Ag612KShares$65.1 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO420KShares$44.6 Million0.04% of portfolio