Colton Groome Financial Advisors, LLC Vanguard Mega Cap Value Transaction History
Colton Groome Financial Advisors, LLC
- $260 Million
- Q4 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 4,561 shares of MGV stock, worth $600,090. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,561
Previous 5,183
12.0%
Holding current value
$600,090
Previous $664,000
14.31%
% of portfolio
0.22%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding MGV
# of Institutions
459Shares Held
48MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14.3MShares$1.89 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$370 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$237 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.55MShares$204 Million0.07% of portfolio