49 Wealth Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
49 Wealth Management, LLC
- $1.06 Trillion
- Q3 2025
A detailed history of 49 Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 2,190 shares of IVOO stock, worth $237,834. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,190
Previous 2,183
0.32%
Holding current value
$237,834
Previous $229 Million
5.51%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IVOO
# of Institutions
309Shares Held
13.9MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY1.64MShares$178 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.31MShares$142 Million0.01% of portfolio
-
Morgan Stanley New York, NY985KShares$107 Million0.01% of portfolio
-
Ubs Group Ag867KShares$94.2 Million0.02% of portfolio
-
Hantz Financial Services, Inc.782KShares$84.9 Million1.31% of portfolio