Beese Fulmer Investment Management, Inc. Vanguard Mega Cap Growth ETF Transaction History
Beese Fulmer Investment Management, Inc.
- $1.3 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
944Shares Held
40.2MCall Options Held
95KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.21 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.51 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$942 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$789 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$674 Million1.42% of portfolio