Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Wealthspire Advisors, LLC
- $7.78 Billion
- Q2 2024
A detailed history of Wealthspire Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,621 shares of IVOO stock, worth $592,565. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,621
Previous 5,681
1.06%
Holding current value
$592,565
Previous $585,000
4.79%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IVOO
# of Institutions
252Shares Held
9.12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.18MShares$124 Million0.01% of portfolio
-
Morgan Stanley New York, NY985KShares$104 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$94.9 Million5.16% of portfolio
-
Ubs Group Ag570KShares$60.1 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO368KShares$38.8 Million0.04% of portfolio