Accurate Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 8,640 shares of MGK stock, worth $3.53 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
8,640
Previous 4,997
72.9%
Holding current value
$3.53 Million
Previous $1.83 Million
90.05%
% of portfolio
0.52%
Previous 0.31%
Shares
17 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