Optivise Advisory Services LLC Vanguard Mega Cap Value Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,182 shares of MGV stock, worth $405,036. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,182
Previous 2,737
16.26%
Holding current value
$405,036
Previous $351 Million
13.17%
% of portfolio
0.21%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
485Shares Held
48.1MCall Options Held
2.5KPut Options Held
400-
Assetmark, Inc14.3MShares$1.82 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$362 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$225 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$217 Million0.06% of portfolio