Vertex Planning Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 988 shares of MGK stock, worth $351,510. This represents 0.07% of its overall portfolio holdings.
Number of Shares
988
Previous 980
0.82%
Holding current value
$351,510
Previous $316 Million
7.59%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
889Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.65 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.27 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$764 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$663 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$583 Million1.64% of portfolio