Falcon Wealth Planning Vanguard Mega Cap Growth ETF Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 155,096 shares of MGK stock, worth $49.2 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
155,096
Previous 110,305
40.61%
Holding current value
$49.2 Million
Previous $31.6 Million
54.15%
% of portfolio
6.33%
Previous 5.01%
Shares
15 transactions
Others Institutions Holding MGK
# of Institutions
773Shares Held
34.9MCall Options Held
77.5KPut Options Held
127K-
Assetmark, Inc7.18MShares$2.28 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.11 Billion37.82% of portfolio
-
Morgan Stanley New York, NY1.94MShares$615 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.81MShares$574 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC960KShares$305 Million0.15% of portfolio