Copia Wealth Management Vanguard Mega Cap Growth ETF Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Copia Wealth Management holds 858 shares of MGK stock, worth $330,518. This represents 0.27% of its overall portfolio holdings.
Number of Shares
858
Previous 1,002
14.37%
Holding current value
$330,518
Previous $309 Million
1.51%
% of portfolio
0.27%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
940Shares Held
40MCall Options Held
81.8KPut Options Held
85.9K-
Assetmark, Inc7.94MShares$3.06 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.44 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$899 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$753 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$643 Million1.42% of portfolio