Strategic Financial Concepts, LLC Vanguard Mega Cap Value Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,950 shares of MGV stock, worth $255,235. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,950
Previous 240,132
99.19%
Holding current value
$255,235
Previous $16.9 Million
1381.82%
% of portfolio
0.08%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
449Shares Held
47.4MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$491 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$368 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$252 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$235 Million0.05% of portfolio