Phillips Financial Management, LLC Vanguard Mega Cap ETF Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 44,553 shares of MGC stock, worth $9.06 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
44,553
Previous 46,122
3.4%
Holding current value
$9.06 Million
Previous $9.53 Million
0.59%
% of portfolio
0.77%
Previous 0.76%
Shares
28 transactions
Others Institutions Holding MGC
# of Institutions
493Shares Held
15.7MCall Options Held
14.3KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.61MShares$327 Million0.03% of portfolio
-
Morgan Stanley New York, NY641KShares$130 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA554KShares$113 Million0.03% of portfolio
-
New York Life Investment Management LLC New York, NY537KShares$109 Million1.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN528KShares$108 Million0.03% of portfolio