Sax Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 974 shares of MGK stock, worth $308,465. This represents 0.03% of its overall portfolio holdings.
Number of Shares
974
Previous 973
0.1%
Holding current value
$308,465
Previous $313,000
6.71%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.36 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.13 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$680 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$590 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$519 Million1.64% of portfolio