Soa Wealth Advisors, Llc. Vanguard S&P Mid Cap 400 Value Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 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 7 shares of IVOV stock, worth $695. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 8
12.5%
Holding current value
$695
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IVOV
# of Institutions
141Shares Held
4.42MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$83.3 Million0.14% of portfolio
-
Rockland Trust CO802KShares$79.7 Million3.93% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$27.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$24.1 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17.6 Million2.06% of portfolio