Compass Planning Associates Inc Vanguard Mega Cap Value Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Compass Planning Associates Inc holds 31,872 shares of MGV stock, worth $4.06 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
31,872Holding current value
$4.06 Million% of portfolio
4.04%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
486Shares Held
48.1MCall Options Held
2.5KPut Options Held
400-
Assetmark, Inc14.3MShares$1.82 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$362 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$225 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$217 Million0.06% of portfolio