Vertex Planning Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
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 980 shares of MGK stock, worth $338,100. This represents 0.07% of its overall portfolio holdings.
Number of Shares
980
Previous 988
0.81%
Holding current value
$338,100
Previous $339 Million
10.83%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
895Shares Held
38.9MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.66 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.22 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$788 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$688 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$570 Million1.32% of portfolio