Turtle Creek Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History
Turtle Creek Wealth Advisors, LLC
- $408 Billion
- Q1 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 4,074 shares of MGV stock, worth $483,665. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,074
Previous 4,074
-0.0%
Holding current value
$483,665
Previous $446 Million
9.27%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
390Shares 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$463 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