Modern Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,759 shares of MGK stock, worth $544,516. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,759
Previous 1,802
2.39%
Holding current value
$544,516
Previous $580 Million
6.85%
% of portfolio
0.02%
Previous 0.04%
Shares
5 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