Optivise Advisory Services LLC Vanguard Mega Cap Growth ETF Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,533 shares of MGK stock, worth $626,322. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,533
Previous 1,441
6.38%
Holding current value
$626,322
Previous $528 Million
16.91%
% of portfolio
0.37%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding MGK
# of Institutions
997Shares Held
42.1MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.5MShares$3.47 Billion7.51% 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