Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Mega Cap Value Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 90,991 shares of MGV stock, worth $10.8 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
90,991
Previous 79,918
13.86%
Holding current value
$10.8 Million
Previous $8.74 Million
24.42%
% of portfolio
0.33%
Previous 0.29%
Shares
15 transactions
Others Institutions Holding MGV
# of Institutions
388Shares Held
44.4MCall Options Held
55.5KPut Options Held
200-
Assetmark, Inc12.9MShares$1.53 Billion5.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$462 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.47MShares$294 Million0.02% of portfolio
-
Lincoln National Corp1.96MShares$233 Million3.75% of portfolio
-
Ubs Group Ag1.8MShares$214 Million0.05% of portfolio