Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Gro Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 133,978 shares of VIOG stock, worth $16 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
133,978
Previous 128,328
4.4%
Holding current value
$16 Million
Previous $14.4 Million
2.36%
% of portfolio
2.02%
Previous 2.14%
Shares
2 transactions
Others Institutions Holding VIOG
# of Institutions
138Shares Held
2.73MCall Options Held
2KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN243KShares$29 Million0.01% of portfolio
-
Morgan Stanley New York, NY212KShares$25.3 Million0.0% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO180KShares$21.5 Million0.32% of portfolio
-
Mariner, LLC Overland Park, KS132KShares$15.8 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC121KShares$14.5 Million0.01% of portfolio