Venturi Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 3,510 shares of MGK stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,510
Previous 4,510
22.17%
Holding current value
$1.02 Million
Previous $1.45 Million
16.95%
% of portfolio
0.06%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding MGK
# of Institutions
896Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.18 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.04 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$627 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$544 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$478 Million1.64% of portfolio