Francis Financial, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 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 136,608 shares of IVOO stock, worth $15 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
136,608
Previous 71,536
90.96%
Holding current value
$15 Million
Previous $7.09 Million
103.54%
% of portfolio
4.19%
Previous 2.34%
Shares
3 transactions
Others Institutions Holding IVOO
# of Institutions
268Shares Held
9.68MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$136 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.01MShares$110 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$98.6 Million4.43% of portfolio
-
Ubs Group Ag612KShares$67.1 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO420KShares$46 Million0.04% of portfolio