U.S. Capital Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Value Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 2,980 shares of IVOV stock, worth $303,513. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,980
Previous 2,980
-0.0%
Holding current value
$303,513
Previous $260,000
9.62%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
129Shares Held
4.31MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$86.4 Million0.15% of portfolio
-
Rockland Trust CO805KShares$82 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$27.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY249KShares$25.4 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$18.1 Million2.11% of portfolio