Cyndeo Wealth Partners, LLC Vanguard Mega Cap Value Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,420 shares of MGV stock, worth $931,877. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,420
Previous 5,842
27.01%
Holding current value
$931,877
Previous $692,000
37.43%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
444Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.75 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$471 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$353 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$242 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$226 Million0.05% of portfolio