Levy Wealth Management Group, LLC Vanguard Mega Cap Value Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 25,611 shares of MGV stock, worth $3.03 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
25,611
Previous 25,611
-0.0%
Holding current value
$3.03 Million
Previous $2.8 Million
9.25%
% of portfolio
0.81%
Previous 0.79%
Shares
13 transactions
Others Institutions Holding MGV
# of Institutions
388Shares Held
44.4MCall Options Held
55.5KPut Options Held
200-
Assetmark, Inc12.9MShares$1.52 Billion5.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$462 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.47MShares$293 Million0.02% of portfolio
-
Lincoln National Corp1.96MShares$233 Million3.75% of portfolio
-
Ubs Group Ag1.8MShares$214 Million0.05% of portfolio