Pacific Capital Wealth Advisors, Inc Vanguard Mega Cap Value Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,099 shares of MGV stock, worth $272,261. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,099
Previous 2,099
-0.0%
Holding current value
$272,261
Previous $248,000
8.47%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48.1MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.81 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$486 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$365 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$250 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$233 Million0.05% of portfolio