Principle Wealth Partners LLC Vanguard Mega Cap Value Transaction History
Principle Wealth Partners LLC
- $1.25 Billion
- Q2 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 30,190 shares of MGV stock, worth $3.87 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
30,190
Previous 29,975
0.72%
Holding current value
$3.87 Million
Previous $3.58 Million
0.14%
% of portfolio
0.29%
Previous 0.3%
Shares
13 transactions
Others Institutions Holding MGV
# of Institutions
402Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.72 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$481 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$329 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$247 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$231 Million0.05% of portfolio