National Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,156 shares of MGK stock, worth $404,750. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,156
Previous 1,137
1.67%
Holding current value
$404,750
Previous $357 Million
4.18%
% of portfolio
0.25%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding MGK
# of Institutions
841Shares Held
39.8MCall Options Held
91.7KPut Options Held
123K-
Assetmark, Inc7.46MShares$2.61 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.25 Billion33.59% of portfolio
-
Morgan Stanley New York, NY1.97MShares$690 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$669 Million0.05% of portfolio
-
Howard Capital Management Inc.1.61MShares$565 Million7.36% of portfolio