Cassady Schiller Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,603 shares of MGK stock, worth $558,132. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,603
Previous 1,603
-0.0%
Holding current value
$558,132
Previous $503,000
2.58%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
837Shares Held
39.4MCall Options Held
91.7KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.6 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.24 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$686 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$665 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$563 Million7.31% of portfolio