Confluence Wealth Services, Inc. Vanguard Mega Cap Growth ETF Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
979Shares Held
41.8MCall Options Held
96.3KPut Options Held
86.4K-
Assetmark, Inc8.5MShares$3.42 Billion7.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.72MShares$1.5 Billion34.63% 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