Arq Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 79,655 shares of MGV stock, worth $10.2 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
79,655
Previous 76,898
3.59%
Holding current value
$10.2 Million
Previous $9.19 Million
2.71%
% of portfolio
4.23%
Previous 4.12%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
400Shares 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$479 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$328 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$246 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio