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 $4.19 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
31,872Holding current value
$4.19 Million% of portfolio
4.04%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
463Shares Held
47.2MCall Options Held
10.6KPut Options Held
300-
Wealthfront Advisers LLC27.2MShares$3.57 Billion2.82% of portfolio
-
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