Frg Family Wealth Advisors LLC Vanguard Mega Cap Value Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
459Shares Held
48MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.84 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$370 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$237 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.55MShares$204 Million0.07% of portfolio