Dynamic Wealth Strategies, LLC Vanguard Mega Cap Value Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 229 shares of MGV stock, worth $31,624. This represents 0.02% of its overall portfolio holdings.
Number of Shares
229Holding current value
$31,624% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
541Shares Held
52.6MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$2.1 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$606 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$423 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$241 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$233 Million0.04% of portfolio