Turtle Creek Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History
Turtle Creek Wealth Advisors, LLC
- $1.12 Trillion
- Q3 2025
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 $564,167. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,074
Previous 4,074
-0.0%
Holding current value
$564,167
Previous $535 Million
4.98%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
562Shares Held
55.4MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio