Morton Brown Family Wealth, LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 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 $189,000. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,750
-0.0%
Holding current value
$189,000
Previous $171,000
15.79%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IVOG
# of Institutions
120Shares Held
2.67MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS665KShares$71.9 Million0.16% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL191KShares$20.7 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC154KShares$16.6 Million0.01% of portfolio
-
Stordahl Capital Management, Inc.141KShares$15.3 Million4.02% of portfolio
-
Octavia Wealth Advisors, LLC131KShares$14.1 Million2.2% of portfolio