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 $298,178. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,980
Previous 2,980
-0.0%
Holding current value
$298,178
Previous $260,000
9.62%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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