Wms Partners, LLC Vanguard Mega Cap Value Transaction History
Wms Partners, LLC
- $1.7 Billion
- Q3 2024
A detailed history of Wms Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Wms Partners, LLC holds 5,677 shares of MGV stock, worth $735,228. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,677
Previous 2,638
115.2%
Holding current value
$735,228
Previous $312,000
133.33%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.81 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$485 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$364 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$250 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$233 Million0.05% of portfolio