Trevian Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History
Trevian Wealth Management LLC
- $186 Million
- Q3 2025
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 1,170 shares of MGK stock, worth $478,015. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,170
Previous 1,170
-0.0%
Holding current value
$478,015
Previous $428,000
9.81%
% of portfolio
0.25%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
998Shares 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