Iht Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Iht Wealth Management, LLC holds 1,947 shares of MGV stock, worth $269,620. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,947
Previous 1,706
14.13%
Holding current value
$269,620
Previous $223,000
20.18%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
561Shares Held
55.3MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio