Opes Wealth Management LLC Vanguard Mega Cap ETF Transaction History

Opes Wealth Management LLC

$486 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$204.21 - $220.18 $310,194 - $334,453	1,519 New	1,519 $323,000

Others Institutions Holding MGC

# of Institutions

488

Shares Held

16M

Call Options Held

14.3K

Put Options Held

100

Bank Of America Corp Charlotte, NC

1.61M
Shares

$322 Million
0.03% of portfolio
Morgan Stanley New York, NY

641K
Shares

$128 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

554K
Shares

$111 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

528K
Shares

$106 Million
0.03% of portfolio
Envestnet Asset Management Inc

522K
Shares

$105 Million
0.04% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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