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 $965,114. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,444
Previous 7,420
0.32%
Holding current value
$965,114
Previous $951,000
2.31%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
484Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.52 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.86 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$502 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$369 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$229 Million0.04% of portfolio