Kestra Private Wealth Services, LLC Vanguard Mega Cap Value Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 13,257 shares of MGV stock, worth $1.84 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,257
Previous 11,118
19.24%
Holding current value
$1.84 Million
Previous $1.46 Million
25.24%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
566Shares Held
55.5MCall 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