Lws Wealth Advisors, Inc. Vanguard Mega Cap Value Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 7,762 shares of MGV stock, worth $921,271. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,762
Previous 7,852
1.15%
Holding current value
$921,271
Previous $796,000
6.53%
% of portfolio
0.33%
Previous 0.36%
Shares
16 transactions
Others Institutions Holding MGV
# of Institutions
388Shares Held
44.4MCall Options Held
55.5KPut Options Held
200-
Assetmark, Inc12.9MShares$1.53 Billion5.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$462 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.47MShares$294 Million0.02% of portfolio
-
Lincoln National Corp1.96MShares$233 Million3.75% of portfolio
-
Ubs Group Ag1.8MShares$214 Million0.05% of portfolio