Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Mega Cap ETF Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 01, 2021	SELL	$131.66 - $140.5 $198,016 - $211,312	-1,504 Closed	0 $0
Q4 2020 Jan 04, 2021	BUY	$116.22 - $133.45 $174,794 - $200,708	1,504 New	1,504 $201,000

Others Institutions Holding MGC

# of Institutions

460

Shares Held

15.3M

Call Options Held

14.2K

Put Options Held

1.3K

Bank Of America Corp Charlotte, NC

1.61M
Shares

$352 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$138 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

520K
Shares

$113 Million
1.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

509K
Shares

$111 Million
0.03% of portfolio
Wooster Corthell Wealth Management, Inc.

472K
Shares

$103 Million
21.85% of portfolio

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