Warren Averett Asset Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 21,299 shares of IVOO stock, worth $2.09 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,299
Previous 20,684
2.97%
Holding current value
$2.09 Million
Previous $1.94 Million
12.92%
% of portfolio
0.05%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding IVOO
# of Institutions
246Shares Held
8.96MCall Options Held
5.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$109 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.08MShares$105 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$88.1 Million6.46% of portfolio
-
Ubs Group Ag552KShares$54 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO353KShares$34.5 Million0.04% of portfolio