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 $413,355. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,290
Previous 3,290
-0.0%
Holding current value
$413,355
Previous $422,000
2.84%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding MGV
# of Institutions
485Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.41 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.8 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$486 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$357 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$222 Million0.04% of portfolio