Stonebridge Financial Planning Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 1,943 shares of MGK stock, worth $693,398. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,943
Previous 1,765
10.08%
Holding current value
$693,398
Previous $554,000
12.82%
% of portfolio
0.31%
Previous 0.29%
Shares
20 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.66 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.28 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$703 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$682 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$577 Million7.31% of portfolio