Life Wealth Investments, LLC Vanguard Mega Cap Value Transaction History
Life Wealth Investments, LLC
- $308 Billion
- Q2 2025
A detailed history of Life Wealth Investments, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Life Wealth Investments, LLC holds 21,143 shares of MGV stock, worth $2.88 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
21,143
Previous 16,409
28.85%
Holding current value
$2.88 Million
Previous $2.11 Billion
31.21%
% of portfolio
0.9%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
543Shares Held
52.6MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$2.07 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$417 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$238 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$230 Million0.04% of portfolio