Balanced Rock Investment Advisor Vanguard Mega Cap Growth ETF Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 5,473 shares of MGK stock, worth $1.85 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
5,473
Previous 5,453
0.37%
Holding current value
$1.85 Million
Previous $1.76 Billion
7.06%
% of portfolio
1.49%
Previous 1.38%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
892Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.52 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.21 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$727 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$631 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$554 Million1.64% of portfolio