Fsa Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Fsa Wealth Management LLC

$229 Million
Q1 2024

A detailed history of Fsa Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Fsa Wealth Management LLC holds 937 shares of IVOO stock, worth $91,760. This represents 0.04% of its overall portfolio holdings.

Number of Shares

937

Holding current value

$91,760

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$90.9 - $103.01 $85,173 - $96,520	937 New	937 $96,000

Others Institutions Holding IVOO

# of Institutions

246

Shares Held

8.96M

Call Options Held

5.6K

Put Options Held

Bank Of America Corp Charlotte, NC

1.12M
Shares

$109 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$105 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$88.1 Million
6.46% of portfolio
Ubs Group Ag

552K
Shares

$54 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$34.5 Million
0.04% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Account

Fsa Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History