Pacific Capital Wealth Advisors, Inc Vanguard Mega Cap Value Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,099 shares of MGV stock, worth $271,715. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,099
Previous 2,099
-0.0%
Holding current value
$271,715
Previous $269,000
2.6%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
485Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.52 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.86 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$501 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$368 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$229 Million0.04% of portfolio