Sea Crest Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
Shares
3 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