Brophy Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Brophy Wealth Management, LLC
- $279 Billion
- Q3 2024
A detailed history of Brophy Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Brophy Wealth Management, LLC holds 130,530 shares of MGV stock, worth $17.1 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
130,530Holding current value
$17.1 Million% of portfolio
5.99%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
438Shares Held
48MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$491 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$368 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$253 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$236 Million0.05% of portfolio