Concord Wealth Partners Vanguard Mega Cap Growth ETF Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Concord Wealth Partners holds 540 shares of MGK stock, worth $217,117. This represents 0.03% of its overall portfolio holdings.
Number of Shares
540
Previous 540
-0.0%
Holding current value
$217,117
Previous $166,000
18.67%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding MGK
# of Institutions
959Shares Held
40.5MCall Options Held
96.3KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.19 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.5 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$938 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$786 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$671 Million1.42% of portfolio