Summit Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,012 shares of MGK stock, worth $822,022. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,012
Previous 2,012
-0.0%
Holding current value
$822,022
Previous $737 Million
9.9%
% of portfolio
0.15%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding MGK
# of Institutions
1,001Shares Held
42.2MCall 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