Modern Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,176 shares of MGK stock, worth $658,109. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,176
Previous 1,441
51.01%
Holding current value
$658,109
Previous $374 Million
66.32%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
748Shares Held
33.3MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.08 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.06 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$532 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$531 Million0.04% of portfolio
-
Lincoln National Corp910KShares$275 Million9.67% of portfolio