Modern Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 1,802 shares of MGK stock, worth $641,854. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,802
Previous 1,809
0.39%
Holding current value
$641,854
Previous $568 Million
2.05%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.65 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.27 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$702 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$681 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$576 Million7.31% of portfolio