Capstone Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Capstone Wealth Management Group, LLC
- $139 Million
- Q1 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 23,431 shares of MGK stock, worth $7.36 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
23,431
Previous 24,539
4.52%
Holding current value
$7.36 Million
Previous $6.37 Million
5.45%
% of portfolio
4.84%
Previous 6.03%
Shares
10 transactions
Others Institutions Holding MGK
# of Institutions
736Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.16 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.1 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$553 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$551 Million0.04% of portfolio
-
Lincoln National Corp926KShares$291 Million4.24% of portfolio