American Financial & Tax Strategies Inc Vanguard S&P Mid Cap 400 Value Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 15,007 shares of IVOV stock, worth $1.45 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
15,007
Previous 15,035
0.19%
Holding current value
$1.45 Million
Previous $1.32 Million
9.12%
% of portfolio
0.75%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$81 Million0.14% of portfolio
-
Rockland Trust CO805KShares$77.7 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$26.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$23.4 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17.1 Million2.11% of portfolio