Robertson Stephens Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48.1MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.81 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$486 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$365 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$250 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$233 Million0.05% of portfolio