Balanced Rock Investment Advisor Vanguard Mega Cap Growth ETF Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
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 5,614 shares of MGK stock, worth $1.93 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
5,614
Previous 5,473
2.58%
Holding current value
$1.93 Million
Previous $1.88 Billion
7.74%
% of portfolio
1.38%
Previous 1.49%
Shares
5 transactions
Others Institutions Holding MGK
# of Institutions
895Shares Held
38.9MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.66 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.21 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$786 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$687 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$570 Million1.32% of portfolio