Kwb Wealth Vanguard S&P Mid Cap 400 Value Transaction History
Kwb Wealth
- $741 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
124Shares Held
4.32MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS842KShares$73.4 Million0.16% of portfolio
-
Rockland Trust CO796KShares$69.4 Million3.86% of portfolio
-
Bank Of America Corp Charlotte, NC250KShares$21.8 Million0.0% of portfolio
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Morgan Stanley New York, NY234KShares$20.4 Million0.0% of portfolio
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Stordahl Capital Management, Inc.165KShares$14.4 Million3.77% of portfolio