Sowell Financial Services LLC Vanguard S&P Mid Cap 400 Value Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$87.4 Million0.14% of portfolio
-
Rockland Trust CO805KShares$83.9 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$28.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$25.3 Million0.0% of portfolio
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Octavia Wealth Advisors, LLC177KShares$18.5 Million2.11% of portfolio