Adviser Investments LLC Vanguard Mega Cap Value Transaction History
Adviser Investments LLC
- $7.95 Billion
- Q3 2024
A detailed history of Adviser Investments LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Adviser Investments LLC holds 7,077 shares of MGV stock, worth $917,108. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,077
Previous 6,974
1.48%
Holding current value
$917,108
Previous $826,000
9.81%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
441Shares Held
48.1MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.81 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$486 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