Kiely Wealth Advisory Group, Inc. Vanguard S&P Mid Cap 400 Growt Transaction History
Kiely Wealth Advisory Group, Inc.
- $158 Billion
- Q3 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 1,785 shares of IVOG stock, worth $208,612. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,785
Previous 1,586
12.55%
Holding current value
$208,612
Previous $171 Million
26.19%
% of portfolio
0.14%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IVOG
# of Institutions
138Shares Held
2.96MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS688KShares$80.4 Million0.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$22.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC173KShares$20.3 Million0.01% of portfolio
-
Octavia Wealth Advisors, LLC145KShares$17 Million2.07% of portfolio
-
Stordahl Capital Management, Inc.139KShares$16.3 Million3.78% of portfolio