Fusion Family Wealth LLC Vanguard Mega Cap Value Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Fusion Family Wealth LLC holds 3,290 shares of MGV stock, worth $420,922. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,290
Previous 3,290
-0.0%
Holding current value
$420,922
Previous $393,000
1.02%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding MGV
# of Institutions
402Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.72 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$480 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$328 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$246 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio