Duncan Williams Asset Management, LLC Vanguard Mega Cap Value Transaction History
Duncan Williams Asset Management, LLC
- $254 Billion
- Q4 2024
A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 3,006 shares of MGV stock, worth $393,455. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,006
Previous 3,006
-0.0%
Holding current value
$393,455
Previous $386 Million
2.63%
% of portfolio
0.15%
Previous 0.21%
Shares
1 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