Fusion Family Wealth LLC Vanguard Mega Cap Value Transaction History
Fusion Family Wealth LLC
- $1.09 Billion
- Q4 2024
A detailed history of Fusion Family Wealth LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Fusion Family Wealth LLC holds 3,290 shares of MGV stock, worth $396,017. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,290
Previous 3,290
-0.0%
Holding current value
$396,017
Previous $422,000
2.84%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding MGV
# of Institutions
490Shares Held
48MCall Options Held
2.5KPut Options Held
400-
Assetmark, Inc14.3MShares$1.73 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$466 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$342 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$213 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$205 Million0.06% of portfolio