Primoris Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History
Primoris Wealth Advisors, LLC
- $148 Million
- Q3 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 1,573 shares of MGV stock, worth $217,231. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,573Holding current value
$217,231% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
544Shares Held
52.7MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$2.1 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$606 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$423 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$241 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$233 Million0.04% of portfolio