Trail Ridge Investment Advisors, LLC Vanguard S&P Mid Cap 400 Value Transaction History
Trail Ridge Investment Advisors, LLC
- $207 Million
- Q3 2024
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 3,814 shares of IVOV stock, worth $365,838. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,814
Previous 3,947
3.37%
Holding current value
$365,838
Previous $345,000
5.8%
% of portfolio
0.18%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding IVOV
# of Institutions
127Shares Held
4.33MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$81.3 Million0.15% of portfolio
-
Rockland Trust CO805KShares$77.2 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$25.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY249KShares$23.9 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17 Million2.11% of portfolio