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 $596,396. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,561
Previous 5,183
12.0%
Holding current value
$596,396
Previous $664,000
14.31%
% of portfolio
0.22%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding MGV
# of Institutions
455Shares Held
47.8MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.83 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$490 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$368 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$252 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$235 Million0.05% of portfolio