Cassady Schiller Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 4,195 shares of MGV stock, worth $548,538. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,195
Previous 4,195
-0.0%
Holding current value
$548,538
Previous $497,000
8.25%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
456Shares Held
47.9MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$490 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$368 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$252 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$235 Million0.05% of portfolio