Wheelhouse Advisory Group LLC Vanguard Mega Cap Growth ETF Transaction History
Wheelhouse Advisory Group LLC
- $168 Billion
- Q4 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 41,780 shares of MGK stock, worth $12.8 Million. This represents 8.52% of its overall portfolio holdings.
Number of Shares
41,780
Previous 40,944
2.04%
Holding current value
$12.8 Million
Previous $13.2 Billion
8.84%
% of portfolio
8.52%
Previous 8.48%
Shares
5 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.29 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.1 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$660 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$573 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$503 Million1.64% of portfolio