Collaborative Wealth Managment Inc. Vanguard Mega Cap Value Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 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 5,805 shares of MGV stock, worth $761,383. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,805
Previous 5,805
-0.0%
Holding current value
$761,383
Previous $693,000
0.87%
% of portfolio
0.34%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding MGV
# of Institutions
418Shares Held
46.9MCall Options Held
400Put Options Held
600-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$492 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$336 Million0.02% of portfolio
-
Lincoln National Corp1.93MShares$253 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$236 Million0.05% of portfolio