Robertson Stephens Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
463Shares Held
47.2MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14.3MShares$1.88 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$369 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$236 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.55MShares$204 Million0.07% of portfolio