Accretive Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 9,000 shares of MGK stock, worth $2.78 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
9,000
Previous 9,000
-0.0%
Holding current value
$2.78 Million
Previous $2.9 Million
6.66%
% of portfolio
1.36%
Previous 1.25%
Shares
1 transactions
Others Institutions Holding MGK
# of Institutions
899Shares Held
39.4MCall 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