One Ascent Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,638 shares of MGK stock, worth $575,724. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,638
Previous 907
80.6%
Holding current value
$575,724
Previous $292,000
92.81%
% of portfolio
0.23%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
882Shares Held
38.8MCall Options Held
91.7KPut Options Held
123K-
Assetmark, Inc7.46MShares$2.62 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.26 Billion33.59% of portfolio
-
Morgan Stanley New York, NY1.97MShares$693 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$655 Million0.05% of portfolio
-
Howard Capital Management Inc.1.61MShares$567 Million7.36% of portfolio