Francis Financial, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History
Francis Financial, Inc.
- $402 Million
- Q4 2024
A detailed history of Francis Financial, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Francis Financial, Inc. holds 156,625 shares of IVOO stock, worth $17 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
156,625
Previous 136,608
14.65%
Holding current value
$17 Million
Previous $14.4 Million
14.51%
% of portfolio
4.11%
Previous 4.19%
Shares
4 transactions
Others Institutions Holding IVOO
# of Institutions
292Shares Held
11.3MCall Options Held
3.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC1.3MShares$141 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$111 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$97.8 Million3.79% of portfolio
-
Ubs Group Ag746KShares$81 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO459KShares$49.8 Million0.04% of portfolio