Accretive Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $236 Million
- Q2 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 9,000 shares of MGK stock, worth $2.9 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
9,000
Previous 9,000
-0.0%
Holding current value
$2.9 Million
Previous $2.58 Million
9.62%
% of portfolio
1.2%
Previous 1.13%
Shares
1 transactions
Others Institutions Holding MGK
# of Institutions
772Shares Held
34.9MCall Options Held
77.5KPut Options Held
127K-
Assetmark, Inc7.18MShares$2.31 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.13 Billion37.82% of portfolio
-
Morgan Stanley New York, NY1.94MShares$624 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$583 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC960KShares$309 Million0.15% of portfolio