Collaborative Wealth Managment Inc. Vanguard Mega Cap Value Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 5,718 shares of MGV stock, worth $756,262. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,718
Previous 5,805
1.5%
Holding current value
$756,262
Previous $687,000
6.7%
% of portfolio
0.34%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48.1MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.85 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$496 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$372 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$255 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$238 Million0.05% of portfolio