Soa Wealth Advisors, Llc. Vanguard S&P Mid Cap 400 Value Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 8 shares of IVOV stock, worth $775. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8
Previous 8
-0.0%
Holding current value
$775
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$81.3 Million0.14% of portfolio
-
Rockland Trust CO805KShares$78 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$26.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$23.5 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17.2 Million2.11% of portfolio