Cyndeo Wealth Partners, LLC Vanguard Mega Cap Value Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,444 shares of MGV stock, worth $978,364. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,444
Previous 7,420
0.32%
Holding current value
$978,364
Previous $951,000
2.31%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
463Shares Held
47.2MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14.3MShares$1.88 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$369 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$236 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.55MShares$204 Million0.07% of portfolio