Soltis Investment Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Soltis Investment Advisors LLC
- $941 Million
- Q2 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 233,525 shares of IVOO stock, worth $24.6 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
233,525
Previous 209,346
11.55%
Holding current value
$24.6 Million
Previous $21.6 Million
7.33%
% of portfolio
2.46%
Previous 2.43%
Shares
6 transactions
Others Institutions Holding IVOO
# of Institutions
252Shares Held
9.12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.18MShares$124 Million0.01% of portfolio
-
Morgan Stanley New York, NY985KShares$104 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$94.9 Million5.16% of portfolio
-
Ubs Group Ag570KShares$60.1 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO368KShares$38.8 Million0.04% of portfolio