Avid Wealth Partners LLC Vanguard Mega Cap Value Transaction History
Avid Wealth Partners LLC
- $175 Billion
- Q2 2025
A detailed history of Avid Wealth Partners LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Avid Wealth Partners LLC holds 87,658 shares of MGV stock, worth $11.5 Million. This represents 6.61% of its overall portfolio holdings.
Number of Shares
87,658
Previous 67,827
29.24%
Holding current value
$11.5 Million
Previous $8.74 Billion
32.29%
% of portfolio
6.61%
Previous 5.93%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
541Shares Held
51.9MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$1.99 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$576 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$402 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$229 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$222 Million0.04% of portfolio