Principle Wealth Partners LLC Vanguard Mega Cap Value Transaction History
Principle Wealth Partners LLC
- $1.35 Billion
- Q4 2024
A detailed history of Principle Wealth Partners LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Principle Wealth Partners LLC holds 35,692 shares of MGV stock, worth $4.73 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
35,692
Previous 30,310
17.76%
Holding current value
$4.73 Million
Previous $3.89 Million
14.66%
% of portfolio
0.33%
Previous 0.29%
Shares
15 transactions
Others Institutions Holding MGV
# of Institutions
484Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.6 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.9 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$513 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$377 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$235 Million0.04% of portfolio