Colton Groome Financial Advisors, LLC Vanguard Mega Cap Value Transaction History
Colton Groome Financial Advisors, LLC
- $249 Million
- Q1 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 5,283 shares of MGV stock, worth $645,529. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,283
Previous 3,862
36.79%
Holding current value
$645,529
Previous $422,000
49.53%
% of portfolio
0.25%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding MGV
# of Institutions
392Shares Held
44.5MCall Options Held
55.5KPut Options Held
200-
Assetmark, Inc12.9MShares$1.57 Billion5.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$476 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.47MShares$302 Million0.02% of portfolio
-
Lincoln National Corp1.96MShares$240 Million3.75% of portfolio
-
Ubs Group Ag1.8MShares$221 Million0.05% of portfolio