Plan Group Financial, LLC Vanguard Mega Cap Growth ETF Transaction History
Plan Group Financial, LLC
- $355 Million
- Q3 2025
A detailed history of Plan Group Financial, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 11,080 shares of MGK stock, worth $4.53 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
11,080
Previous 7,808
41.91%
Holding current value
$4.53 Million
Previous $2.86 Million
55.93%
% of portfolio
1.26%
Previous 0.97%
Shares
3 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