Planning Directions Inc Vanguard Mega Cap Value Transaction History
Planning Directions Inc
- $170 Million
- Q4 2024
A detailed history of Planning Directions Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Planning Directions Inc holds 50,477 shares of MGV stock, worth $6.64 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
50,477
Previous 52,382
3.64%
Holding current value
$6.64 Million
Previous $6.72 Million
6.16%
% of portfolio
3.71%
Previous 4.1%
Shares
28 transactions
Others Institutions Holding MGV
# of Institutions
477Shares Held
75MCall Options Held
3.2KPut Options Held
300-
Wealthfront Advisers LLC27.2MShares$3.58 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.89 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$509 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$374 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$233 Million0.04% of portfolio