GFA
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Gallagher Fiduciary Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,095
Closed -$216K – 270
2024
Q1 		$216K Sell
2,095
-540
-20% -$51.8K 0.01% 181
2023
Q4 		$248K Sell
2,635
-11
-0.4% -$946 0.01% 162
2023
Q3 		$224K Sell
2,646
-148
-5% -$13.1K 0.02% 154
2023
Q2 		$247K Sell
2,794
-966
-26% -$81.3K 0.02% 182
2023
Q1 		$318K Buy
+3,760
New +$324K 0.03% 143

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return