Strategic Financial Concepts, LLC Vanguard Mega Cap Value Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,950 shares of MGV stock, worth $257,906. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,950
Previous 240,132
99.19%
Holding current value
$257,906
Previous $16.9 Million
1381.82%
% of portfolio
0.08%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
442Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.85 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$496 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$372 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$255 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$238 Million0.05% of portfolio