Soltis Investment Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Soltis Investment Advisors LLC
- $889 Million
- Q1 2024
A detailed history of Soltis Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 209,346 shares of IVOO stock, worth $20.6 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
209,346
Previous 209,346
-0.0%
Holding current value
$20.6 Million
Previous $21.6 Million
-0.0%
% of portfolio
2.43%
Previous 2.32%
Shares
5 transactions
Others Institutions Holding IVOO
# of Institutions
246Shares Held
8.96MCall Options Held
5.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.08MShares$106 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$88.7 Million6.46% of portfolio
-
Ubs Group Ag552KShares$54.4 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO353KShares$34.8 Million0.04% of portfolio