Kingswood Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,552 shares of MGK stock, worth $1.45 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,552
Previous 1,816
95.59%
Holding current value
$1.45 Million
Previous $731 Million
100.63%
% of portfolio
0.07%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding MGK
# of Institutions
1,015Shares Held
42.2MCall Options Held
83.4KPut Options Held
77.8K-
Assetmark, Inc8.59MShares$3.51 Billion7.4% 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