Compass Planning Associates Inc Vanguard Mega Cap Value Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Compass Planning Associates Inc holds 35,311 shares of MGV stock, worth $4.37 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
35,311
Previous 31,872
10.79%
Holding current value
$4.37 Million
Previous $3.98 Billion
14.27%
% of portfolio
4.6%
Previous 4.04%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
504Shares Held
47.9MCall Options Held
2.5KPut Options Held
400-
Assetmark, Inc14.3MShares$1.77 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$479 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$352 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$219 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$211 Million0.06% of portfolio