Optivise Advisory Services LLC Vanguard Mega Cap Value Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,182 shares of MGV stock, worth $413,373. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,182
Previous 2,737
16.26%
Holding current value
$413,373
Previous $351 Million
13.17%
% of portfolio
0.21%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
484Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.53 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.86 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$503 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$369 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$230 Million0.04% of portfolio