Kingswood Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,400 shares of MGK stock, worth $1.89 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,400Holding current value
$1.89 Million% of portfolio
0.14%Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
841Shares Held
39.8MCall Options Held
91.7KPut Options Held
123K-
Assetmark, Inc7.45MShares$2.6 Billion6.88% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.25 Billion33.59% of portfolio
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Morgan Stanley New York, NY1.97MShares$688 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.91MShares$667 Million0.05% of portfolio
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Howard Capital Management Inc.1.61MShares$563 Million7.36% of portfolio