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 $1.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,113
Previous 9,801
3.18%
Holding current value
$1.32 Million
Previous $1.26 Million
0.48%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
453Shares Held
47.8MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.82 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$488 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$366 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$251 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$234 Million0.05% of portfolio