Kowal Investment Group, LLC Vanguard Mega Cap Value Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Kowal Investment Group, LLC holds 1,851 shares of MGV stock, worth $240,889. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,851
Previous 1,837
0.76%
Holding current value
$240,889
Previous $217,000
9.22%
% of portfolio
0.04%
Previous 0.04%
Shares
6 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