Dynamic Wealth Strategies, LLC Vanguard Mega Cap Value Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 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 $31,711. This represents 0.02% of its overall portfolio holdings.
Number of Shares
229
Previous 229
-0.0%
Holding current value
$31,711
Previous $30,000
3.33%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
560Shares Held
55.4MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio