Bartlett & Co. Wealth Management LLC Vanguard S&P Mid Cap 400 Value Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 268 shares of IVOV stock, worth $26,727. This represents 0.0% of its overall portfolio holdings.
Number of Shares
268
Previous 268
-0.0%
Holding current value
$26,727
Previous $25.7 Million
0.18%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.41MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$83.6 Million0.14% of portfolio
-
Rockland Trust CO802KShares$80 Million3.93% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$27.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$24.2 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17.7 Million2.06% of portfolio