Turtle Creek Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
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 $519,883. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,074
Previous 4,074
-0.0%
Holding current value
$519,883
Previous $487 Million
0.85%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
414Shares Held
46.8MCall Options Held
400Put Options Held
600-
Assetmark, Inc14MShares$1.78 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$479 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$327 Million0.02% of portfolio
-
Lincoln National Corp1.93MShares$246 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio