Concord Wealth Partners Vanguard Mega Cap Growth ETF Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
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 538 shares of MGK stock, worth $191,630. This represents 0.03% of its overall portfolio holdings.
Number of Shares
538
Previous 537
0.19%
Holding current value
$191,630
Previous $168,000
2.98%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.65 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.27 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$702 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$681 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$576 Million7.31% of portfolio