Evercore Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Evercore Wealth Management, LLC
- $6.02 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
519Shares Held
49.3MCall Options Held
37.3KPut Options Held
2.7K-
Assetmark, Inc14.8MShares$1.83 Billion5.27% of portfolio
-
Bank Of America Corp Charlotte, NC4.07MShares$503 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.89MShares$357 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$210 Million0.06% of portfolio
-
Ubs Group Ag1.68MShares$208 Million0.04% of portfolio