Octavia Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Value Transaction History
Octavia Wealth Advisors, LLC
- $818 Million
- Q1 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 186,696 shares of IVOV stock, worth $16.4 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
186,696
Previous 177,186
5.37%
Holding current value
$16.4 Million
Previous $16.9 Million
1.15%
% of portfolio
2.09%
Previous 2.06%
Shares
5 transactions
Others Institutions Holding IVOV
# of Institutions
152Shares Held
4.57MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS826KShares$72.5 Million0.14% of portfolio
-
Rockland Trust CO801KShares$70.3 Million3.76% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$25.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY231KShares$20.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL192KShares$16.9 Million0.01% of portfolio