Transparent Wealth Partners LLC Vanguard Mega Cap Value Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
A detailed history of Transparent Wealth Partners LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 61,899 shares of MGV stock, worth $7.35 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
61,899
Previous 61,479
0.68%
Holding current value
$7.35 Million
Previous $6.32 Million
1.11%
% of portfolio
4.6%
Previous 4.98%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
388Shares Held
44.4MCall Options Held
55.5KPut Options Held
200-
Assetmark, Inc12.9MShares$1.53 Billion5.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$462 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.47MShares$294 Million0.02% of portfolio
-
Lincoln National Corp1.96MShares$233 Million3.75% of portfolio
-
Ubs Group Ag1.8MShares$214 Million0.05% of portfolio