Cassady Schiller Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,603 shares of MGK stock, worth $572,062. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,603
Previous 1,603
-0.0%
Holding current value
$572,062
Previous $503,000
2.58%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.66 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.28 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$703 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$682 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$577 Million7.31% of portfolio