Accurate Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,997 shares of MGK stock, worth $1.9 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,997
Previous 3,683
35.68%
Holding current value
$1.9 Million
Previous $1.14 Million
61.0%
% of portfolio
0.31%
Previous 0.24%
Shares
16 transactions
Others Institutions Holding MGK
# of Institutions
918Shares Held
39.4MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.93 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.34 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$868 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$758 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$629 Million1.32% of portfolio