Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Vanguard Mega Cap Value Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $653 Million
- Q3 2024
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 42,023 shares of MGV stock, worth $5.49 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
42,023
Previous 45,398
7.43%
Holding current value
$5.49 Million
Previous $5.38 Million
0.2%
% of portfolio
0.83%
Previous 1.15%
Shares
18 transactions
Others Institutions Holding MGV
# of Institutions
454Shares Held
47.8MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$490 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$368 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$252 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$235 Million0.05% of portfolio