Epic Trust Investment Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 2,766 shares of MGK stock, worth $872,479. This represents 1.03% of its overall portfolio holdings.
Number of Shares
2,766
Previous 3,420
19.12%
Holding current value
$872,479
Previous $980,000
11.33%
% of portfolio
1.03%
Previous 1.27%
Shares
11 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.35 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.13 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$677 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$588 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$517 Million1.64% of portfolio