Planning Directions Inc Vanguard Mega Cap Value Transaction History
Planning Directions Inc
- $164 Million
- Q3 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 52,382 shares of MGV stock, worth $6.57 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
52,382
Previous 54,502
3.89%
Holding current value
$6.57 Million
Previous $6.46 Million
4.04%
% of portfolio
4.1%
Previous 4.5%
Shares
27 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.75 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$470 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$353 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$242 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$226 Million0.05% of portfolio