Wellspring Financial Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Wellspring Financial Advisors, LLC
- $1.09 Trillion
- Q3 2025
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 4,206 shares of MGK stock, worth $1.72 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,206
Previous 4,202
0.1%
Holding current value
$1.72 Million
Previous $1.54 Billion
10.02%
% of portfolio
0.16%
Previous 0.15%
Shares
19 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