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 $973,377. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,444
Previous 7,420
0.32%
Holding current value
$973,377
Previous $951,000
2.31%
% of portfolio
0.07%
Previous 0.07%
Shares
4 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