Keystone Wealth Services, LLC Vanguard Mega Cap Value Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 1,810 shares of MGV stock, worth $236,277. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,810
Previous 1,808
0.11%
Holding current value
$236,277
Previous $231,000
2.16%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
472Shares Held
74.4MCall Options Held
10.6KPut Options Held
300-
Wealthfront Advisers LLC27.2MShares$3.55 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.87 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$489 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$367 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$235 Million0.05% of portfolio