Arq Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History
Arq Wealth Advisors, LLC
- $259 Million
- Q3 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 80,736 shares of MGV stock, worth $10.6 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
80,736
Previous 79,655
1.36%
Holding current value
$10.6 Million
Previous $9.44 Million
9.72%
% of portfolio
4.0%
Previous 4.23%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
449Shares Held
47.4MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$491 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$368 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$252 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$235 Million0.05% of portfolio