Steward Partners Investment Advisory, LLC Vanguard S&P Mid Cap 400 Value Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 294 shares of IVOV stock, worth $29,417. This represents 0.0% of its overall portfolio holdings.
Number of Shares
294
Previous 370
20.54%
Holding current value
$29,417
Previous $32,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$83.9 Million0.14% of portfolio
-
Rockland Trust CO805KShares$80.5 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$27.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$24.3 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17.8 Million2.11% of portfolio