Wealth Shield Partners, LLC Vanguard Mega Cap Value Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 67,111 shares of MGV stock, worth $8.42 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
67,111
Previous 57,921
15.87%
Holding current value
$8.42 Million
Previous $6.86 Million
25.43%
% of portfolio
1.19%
Previous 1.07%
Shares
22 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