Accretive Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 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 $3.1 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
9,000
Previous 9,000
-0.0%
Holding current value
$3.1 Million
Previous $2.83 Million
2.48%
% of portfolio
1.25%
Previous 1.2%
Shares
1 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.57 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.23 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$680 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$659 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$558 Million7.31% of portfolio