Colton Groome Financial Advisors, LLC Vanguard Mega Cap Value Transaction History
Colton Groome Financial Advisors, LLC
- $267 Million
- Q3 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 5,183 shares of MGV stock, worth $672,286. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,183
Previous 5,258
1.43%
Holding current value
$672,286
Previous $623,000
6.58%
% of portfolio
0.25%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48.1MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.81 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$486 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$365 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$250 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$233 Million0.05% of portfolio