Octavia Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 17,628 shares of IVOO stock, worth $1.88 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
17,628
Previous 17,449
1.03%
Holding current value
$1.88 Million
Previous $1.73 Million
7.69%
% of portfolio
0.23%
Previous 0.24%
Shares
16 transactions
Others Institutions Holding IVOO
# of Institutions
270Shares Held
10.4MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$132 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.01MShares$108 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$96.1 Million4.43% of portfolio
-
International Assets Investment Management, LLC Orlando, FL769KShares$82 Million0.02% of portfolio
-
Ubs Group Ag612KShares$65.3 Million0.01% of portfolio