Pathstone Family Office, LLC Vanguard Mega Cap Value Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
574Shares Held
56.1MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.4MShares$2.14 Billion4.5% 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