Trademark Financial Management, LLC Vanguard Mega Cap Value Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Trademark Financial Management, LLC holds 34,002 shares of MGV stock, worth $4.48 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
34,002
Previous 39,723
14.4%
Holding current value
$4.48 Million
Previous $5.1 Billion
16.65%
% of portfolio
3.37%
Previous 4.04%
Shares
5 transactions
Others Institutions Holding MGV
# of Institutions
477Shares Held
75MCall Options Held
3.2KPut Options Held
300-
Wealthfront Advisers LLC27.2MShares$3.58 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.89 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$509 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$374 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$233 Million0.04% of portfolio