Mosaic Family Wealth Partners, LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Mosaic Family Wealth Partners, LLC
- $622 Billion
- Q2 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,207 shares of IVOG stock, worth $264,553. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,207
Previous 2,207
-0.0%
Holding current value
$264,553
Previous $250 Million
3.45%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IVOG
# of Institutions
135Shares Held
2.96MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS678KShares$81.3 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$22.7 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$19.3 Million0.01% of portfolio
-
Octavia Wealth Advisors, LLC145KShares$17.4 Million2.07% of portfolio
-
Stordahl Capital Management, Inc.139KShares$16.7 Million3.78% of portfolio