Dogwood Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
892Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.52 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.21 Billion33.59% of portfolio
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Morgan Stanley New York, NY2.15MShares$727 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.86MShares$631 Million0.05% of portfolio
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Captrust Financial Advisors Raleigh, NC1.64MShares$554 Million1.64% of portfolio