Cyndeo Wealth Partners, LLC Vanguard Mega Cap Value Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 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 5,842 shares of MGV stock, worth $747,425. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,842
Previous 2,852
104.84%
Holding current value
$747,425
Previous $340,000
103.53%
% of portfolio
0.05%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
402Shares Held
45.6MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.72 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$480 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$328 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$246 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio