Duncan Williams Asset Management, LLC Vanguard Mega Cap Value Transaction History
Duncan Williams Asset Management, LLC
- $181 Billion
- Q3 2024
A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 3,006 shares of MGV stock, worth $397,573. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,006
Previous 3,006
-0.0%
Holding current value
$397,573
Previous $356 Million
8.25%
% of portfolio
0.21%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
442Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.85 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$496 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$372 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$255 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$238 Million0.05% of portfolio