Castle Rock Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 1,165 shares of MGK stock, worth $380,360. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,165
Previous 1,164
0.09%
Holding current value
$380,360
Previous $302,000
10.26%
% of portfolio
0.09%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding MGK
# of Institutions
736Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.25 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.14 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$574 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$573 Million0.04% of portfolio
-
Lincoln National Corp926KShares$302 Million4.24% of portfolio