Frg Family Wealth Advisors LLC Vanguard Mega Cap Value Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
412Shares Held
46.2MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.71 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$478 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$326 Million0.02% of portfolio
-
Lincoln National Corp1.93MShares$246 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$229 Million0.05% of portfolio