Kowal Investment Group, LLC Vanguard Mega Cap Value Transaction History
Kowal Investment Group, LLC
- $497 Million
- Q2 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 1,837 shares of MGV stock, worth $235,742. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,837
Previous 1,837
-0.0%
Holding current value
$235,742
Previous $219,000
0.91%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding MGV
# of Institutions
402Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.72 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$481 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$329 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$247 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$231 Million0.05% of portfolio