Optivise Advisory Services LLC Vanguard Mega Cap Value Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
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 3,251 shares of MGV stock, worth $411,414. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,251
Previous 3,182
2.17%
Holding current value
$411,414
Previous $397 Million
5.38%
% of portfolio
0.24%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
518Shares Held
49.3MCall Options Held
37.3KPut Options Held
2.7K-
Assetmark, Inc14.8MShares$1.87 Billion5.27% of portfolio
-
Bank Of America Corp Charlotte, NC4.07MShares$514 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.89MShares$366 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$215 Million0.06% of portfolio
-
Ubs Group Ag1.68MShares$213 Million0.04% of portfolio