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	N/A	-64 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	N/A	64 New	64 $5,000

Others Institutions Holding MGV

# of Institutions

390

Shares Held

44.4M

Call Options Held

55.5K

Put Options Held

200

Assetmark, Inc

12.9M
Shares

$1.53 Billion
5.03% of portfolio
Bank Of America Corp Charlotte, NC

3.9M
Shares

$463 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.47M
Shares

$294 Million
0.02% of portfolio
Lincoln National Corp

1.96M
Shares

$233 Million
3.75% of portfolio
Ubs Group Ag

1.8M
Shares

$214 Million
0.05% of portfolio

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