Balanced Rock Investment Advisor Vanguard Mega Cap Growth ETF Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
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 5,453 shares of MGK stock, worth $1.9 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
5,453
Previous 5,580
2.28%
Holding current value
$1.9 Million
Previous $1.75 Billion
0.13%
% of portfolio
1.38%
Previous 1.47%
Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.6 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.25 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$688 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$667 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$565 Million7.31% of portfolio