Duncan Williams Asset Management, LLC Vanguard Mega Cap Value Transaction History
Duncan Williams Asset Management, LLC
- $181 Billion
- Q3 2024
A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 3,006 shares of MGV stock, worth $385,759. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,006
Previous 3,006
-0.0%
Holding current value
$385,759
Previous $356 Million
8.25%
% of portfolio
0.21%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
402Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.72 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$481 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$329 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$247 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$231 Million0.05% of portfolio