Modern Wealth Management, LLC Vanguard Mega Cap ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,463 shares of MGC stock, worth $314,764. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,463
Previous 1,488
1.68%
Holding current value
$314,764
Previous $294 Million
2.95%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding MGC
# of Institutions
454Shares Held
15.3MCall Options Held
14.2KPut Options Held
1.3K-
Bank Of America Corp Charlotte, NC1.61MShares$347 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$136 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY520KShares$112 Million1.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN509KShares$110 Million0.03% of portfolio
-
Wooster Corthell Wealth Management, Inc.487KShares$105 Million21.47% of portfolio