Wells Financial Advisors Inc Vanguard Mega Cap ETF Transaction History
Wells Financial Advisors Inc
- $71.1 Million
- Q1 2025
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 549 shares of MGC stock, worth $117,359. This represents 0.15% of its overall portfolio holdings.
Number of Shares
549
Previous 549
-0.0%
Holding current value
$117,359
Previous $116,000
5.17%
% of portfolio
0.15%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding MGC
# of Institutions
492Shares Held
15.8MCall Options Held
13.2KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.58MShares$338 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA595KShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY559KShares$119 Million0.01% of portfolio
-
Envestnet Asset Management Inc522KShares$112 Million0.04% of portfolio
-
New York Life Investment Management LLC New York, NY500KShares$107 Million1.09% of portfolio