Kingswood Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,700 shares of MGK stock, worth $545,836. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$545,836
Previous $487 Million
9.63%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
772Shares Held
34.8MCall Options Held
77.5KPut Options Held
127K-
Assetmark, Inc7.18MShares$2.31 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.12 Billion37.82% of portfolio
-
Morgan Stanley New York, NY1.94MShares$622 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$581 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC960KShares$308 Million0.15% of portfolio