Wellspring Financial Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Wellspring Financial Advisors, LLC
- $957 Billion
- Q4 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 4,197 shares of MGK stock, worth $1.3 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,197
Previous 4,191
0.14%
Holding current value
$1.3 Million
Previous $1.35 Billion
6.81%
% of portfolio
0.15%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.31 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.11 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$665 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$577 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$507 Million1.64% of portfolio