Walden Wealth Partners LLC Vanguard Mega Cap Value Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Walden Wealth Partners LLC holds 66,481 shares of MGV stock, worth $8.34 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
66,481
Previous 65,163
2.02%
Holding current value
$8.34 Million
Previous $7.62 Billion
3.33%
% of portfolio
4.4%
Previous 4.43%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.6MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.75 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$470 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$353 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$242 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$226 Million0.05% of portfolio