Duncan Williams Asset Management, LLC Vanguard Mega Cap Value Transaction History
Duncan Williams Asset Management, LLC
- $428 Billion
- Q2 2025
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 114,168 shares of MGV stock, worth $15.1 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
114,168
Previous 3,006
3698.0%
Holding current value
$15.1 Million
Previous $387 Million
3767.57%
% of portfolio
3.5%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
521Shares Held
50MCall Options Held
37.3KPut Options Held
2.7K-
Assetmark, Inc14.8MShares$1.96 Billion5.27% of portfolio
-
Bank Of America Corp Charlotte, NC4.07MShares$537 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.89MShares$382 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$225 Million0.06% of portfolio
-
Ubs Group Ag1.68MShares$222 Million0.04% of portfolio