Kestra Private Wealth Services, LLC Vanguard Mega Cap Value Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 10,113 shares of MGV stock, worth $1.33 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,113
Previous 9,801
3.18%
Holding current value
$1.33 Million
Previous $1.26 Million
0.48%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
477Shares Held
75MCall Options Held
3.2KPut Options Held
300-
Wealthfront Advisers LLC27.2MShares$3.58 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.89 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$509 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$374 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$233 Million0.04% of portfolio