Dynamic Advisor Solutions LLC Vanguard Mega Cap Value Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
518Shares Held
49.3MCall Options Held
37.3KPut Options Held
2.7K-
Assetmark, Inc14.8MShares$1.87 Billion5.27% of portfolio
-
Bank Of America Corp Charlotte, NC4.07MShares$514 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.89MShares$366 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$215 Million0.06% of portfolio
-
Ubs Group Ag1.68MShares$213 Million0.04% of portfolio