Addison Advisors LLC Vanguard Mega Cap Value Transaction History
Addison Advisors LLC
- $340 Million
- Q3 2024
A detailed history of Addison Advisors LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Addison Advisors LLC holds 4,775 shares of MGV stock, worth $618,410. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,775
Previous 3,275
45.8%
Holding current value
$618,410
Previous $388,000
57.73%
% of portfolio
0.18%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.81 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$485 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$364 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$250 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$233 Million0.05% of portfolio