Worth Asset Management, LLC Vanguard Mega Cap Value Transaction History
Worth Asset Management, LLC
- $175 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
481Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.61 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.91 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$515 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$378 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$235 Million0.04% of portfolio