Cassaday & CO Wealth Management LLC Vanguard Mega Cap Value Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,667 shares of MGV stock, worth $882,910. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,667
Previous 6,667
-0.0%
Holding current value
$882,910
Previous $855,000
2.69%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
481Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.6 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.9 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$513 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$377 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$234 Million0.04% of portfolio