Morton Brown Family Wealth, LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,750 shares of IVOG stock, worth $200,462. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,750
-0.0%
Holding current value
$200,462
Previous $191,000
4.71%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IVOG
# of Institutions
138Shares Held
2.95MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS688KShares$78.8 Million0.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$21.7 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC173KShares$19.8 Million0.01% of portfolio
-
Octavia Wealth Advisors, LLC145KShares$16.6 Million2.07% of portfolio
-
Stordahl Capital Management, Inc.139KShares$16 Million3.78% of portfolio