Duncan Williams Asset Management, LLC Vanguard Mega Cap Value Transaction History
Duncan Williams Asset Management, LLC
- $254 Billion
- Q4 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 $398,084. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,006
Previous 3,006
-0.0%
Holding current value
$398,084
Previous $386 Million
2.63%
% of portfolio
0.15%
Previous 0.21%
Shares
1 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