Focused Wealth Management, Inc Vanguard Mega Cap Value Transaction History
Focused Wealth Management, Inc
- $746 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48.1MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.85 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$496 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$372 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$255 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$238 Million0.05% of portfolio