Accurate Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 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 3,683 shares of MGK stock, worth $1.14 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,683
Previous 2,140
72.1%
Holding current value
$1.14 Million
Previous $734,000
54.77%
% of portfolio
0.24%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding MGK
# of Institutions
896Shares 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