Ep Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 81,466 shares of MGK stock, worth $25.2 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
81,466
Previous 82,081
0.75%
Holding current value
$25.2 Million
Previous $26.4 Million
5.87%
% of portfolio
0.24%
Previous 0.23%
Shares
15 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.31 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.11 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$665 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$577 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$507 Million1.64% of portfolio