Connecticut Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,039 shares of MGK stock, worth $320,531. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,039
Previous 659
57.66%
Holding current value
$320,531
Previous $212,000
67.92%
% of portfolio
0.02%
Previous 0.01%
Shares
2 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