Naviter Wealth, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Naviter Wealth, LLC holds 6,851 shares of IVOV stock, worth $665,369. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,851

Holding current value

$665,369

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$94.54 - $104.98 $647,693 - $719,217	6,851 New	6,851 $654,000

Others Institutions Holding IVOV

# of Institutions

152

Shares Held

4.65M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

826K
Shares

$80.2 Million
0.14% of portfolio
Rockland Trust CO

802K
Shares

$77.9 Million
3.93% of portfolio
Bank Of America Corp Charlotte, NC

288K
Shares

$28 Million
0.0% of portfolio
Morgan Stanley New York, NY

243K
Shares

$23.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

192K
Shares

$18.7 Million
0.01% of portfolio

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

More about IVOV

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