Schrum Private Wealth Management LLC Vanguard S&P Mid Cap 400 Value Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,000 shares of IVOV stock, worth $299,160. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,000Holding current value
$299,160% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IVOV
# of Institutions
137Shares Held
4.35MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$83.6 Million0.14% of portfolio
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Rockland Trust CO805KShares$80.2 Million3.83% of portfolio
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Bank Of America Corp Charlotte, NC274KShares$27.3 Million0.0% of portfolio
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Morgan Stanley New York, NY243KShares$24.2 Million0.0% of portfolio
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Octavia Wealth Advisors, LLC177KShares$17.7 Million2.11% of portfolio