Compass Planning Associates Inc Vanguard Mega Cap Value Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
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 31,872 shares of MGV stock, worth $4.17 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
31,872Holding current value
$4.17 Million% of portfolio
4.04%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
455Shares Held
47.8MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$490 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