Investment Planning Advisors, Inc. Vanguard Mega Cap Growth ETF Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
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 2,895 shares of MGK stock, worth $893,107. This represents 0.5% of its overall portfolio holdings.
Number of Shares
2,895
Previous 2,493
16.13%
Holding current value
$893,107
Previous $802,000
23.94%
% of portfolio
0.5%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
895Shares Held
39.5MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.3 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.1 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$663 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$575 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$505 Million1.64% of portfolio