Transparent Wealth Partners LLC Vanguard Mega Cap Value Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
A detailed history of Transparent Wealth Partners LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 61,899 shares of MGV stock, worth $7.88 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
61,899
Previous 61,479
0.68%
Holding current value
$7.88 Million
Previous $6.32 Million
1.11%
% of portfolio
4.6%
Previous 4.98%
Shares
6 transactions
Others Institutions Holding MGV
# of Institutions
486Shares Held
48.1MCall Options Held
2.5KPut Options Held
400-
Assetmark, Inc14.3MShares$1.82 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$362 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$225 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$217 Million0.06% of portfolio