Sonoma Private Wealth LLC Vanguard Mega Cap ETF Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 3,639 shares of MGC stock, worth $755,492. This represents 1.17% of its overall portfolio holdings.
Number of Shares
3,639
Previous 3,639
-0.0%
Holding current value
$755,492
Previous $718 Million
4.74%
% of portfolio
1.17%
Previous 1.17%
Shares
6 transactions
Others Institutions Holding MGC
# of Institutions
449Shares Held
15.2MCall Options Held
14.4KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.59MShares$330 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$131 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY602KShares$125 Million1.27% of portfolio
-
Wooster Corthell Wealth Management, Inc.487KShares$101 Million21.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN486KShares$101 Million0.03% of portfolio