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 $7.76 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
61,899
Previous 61,479
0.68%
Holding current value
$7.76 Million
Previous $6.32 Million
1.11%
% of portfolio
4.6%
Previous 4.98%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.75 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$470 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$353 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$242 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$226 Million0.05% of portfolio