Wheelhouse Advisory Group LLC Vanguard Mega Cap Growth ETF Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 40,944 shares of MGK stock, worth $13.8 Million. This represents 8.48% of its overall portfolio holdings.
Number of Shares
40,944
Previous 39,777
2.93%
Holding current value
$13.8 Million
Previous $12.7 Billion
3.62%
% of portfolio
8.48%
Previous 8.96%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.5 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.2 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$662 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$642 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$543 Million7.31% of portfolio