Sea Crest Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
518Shares Held
49.3MCall Options Held
37.3KPut Options Held
2.7K-
Assetmark, Inc14.8MShares$1.89 Billion5.27% of portfolio
-
Bank Of America Corp Charlotte, NC4.07MShares$518 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.89MShares$368 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$217 Million0.06% of portfolio
-
Ubs Group Ag1.68MShares$214 Million0.04% of portfolio