Investment Planning Advisors, Inc. Vanguard Mega Cap Growth ETF Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 3,822 shares of MGK stock, worth $1.56 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
3,822
Previous 2,974
28.51%
Holding current value
$1.56 Million
Previous $1.09 Million
41.36%
% of portfolio
0.56%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding MGK
# of Institutions
996Shares Held
42.1MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.5MShares$3.47 Billion7.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.72MShares$1.52 Billion34.63% of portfolio
-
Morgan Stanley New York, NY2.37MShares$970 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.92MShares$785 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.6MShares$652 Million1.37% of portfolio