Clear Perspectives Financial Planning, LLC Vanguard Mega Cap Value Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 44,535 shares of MGV stock, worth $5.28 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
44,535
Previous 54,252
17.91%
Holding current value
$5.28 Million
Previous $5.58 Million
19.38%
% of portfolio
2.52%
Previous 2.97%
Shares
5 transactions
Others Institutions Holding MGV
# of Institutions
388Shares Held
44.4MCall Options Held
55.5KPut Options Held
200-
Assetmark, Inc12.9MShares$1.52 Billion5.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$462 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.47MShares$293 Million0.02% of portfolio
-
Lincoln National Corp1.96MShares$233 Million3.75% of portfolio
-
Ubs Group Ag1.8MShares$214 Million0.05% of portfolio