One Ascent Wealth Management LLC Vanguard Mega Cap Value Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 7,102 shares of MGV stock, worth $885,193. This represents 0.35% of its overall portfolio holdings.
Number of Shares
7,102Holding current value
$885,193% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.74 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$467 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$350 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$240 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$224 Million0.05% of portfolio