Institutional & Family Asset Management, LLC Vanguard Mega Cap Value Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$98.78 - $104.28 $14,026 - $14,807	142 New	142 $14,000
Q3 2020 Oct 30, 2020	SELL	$72.37 - $80.17 $4,631 - $5,130	-64 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$63.17 - $80.68 $4,042 - $5,163	64 New	64 $5,000

Others Institutions Holding MGV

# of Institutions

442

Shares Held

47.7M

Call Options Held

10.6K

Put Options Held

300

Assetmark, Inc

14M
Shares

$1.86 Billion
5.14% of portfolio
Bank Of America Corp Charlotte, NC

3.75M
Shares

$499 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.81M
Shares

$374 Million
0.03% of portfolio
Lincoln National Corp

1.93M
Shares

$257 Million
7.96% of portfolio
Ubs Group Ag

1.8M
Shares

$239 Million
0.05% of portfolio

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