Bartlett & Co. Wealth Management LLC Vanguard Mega Cap Value Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 476 shares of MGV stock, worth $60,104. This represents 0.0% of its overall portfolio holdings.
Number of Shares
476
Previous 476
-0.0%
Holding current value
$60,104
Previous $56.8 Million
7.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.76 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$473 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$355 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$244 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$227 Million0.05% of portfolio