Tradition Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Tradition Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 23,615 shares of MGV stock, worth $2.98 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,615
Previous 22,705
4.01%
Holding current value
$2.98 Million
Previous $2.69 Million
12.6%
% of portfolio
0.29%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.76 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$473 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$355 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$244 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$227 Million0.05% of portfolio