Gratus Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Gratus Wealth Advisors, LLC
- $544 Billion
- Q1 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 167,562 shares of MGK stock, worth $54.7 Million. This represents 8.45% of its overall portfolio holdings.
Number of Shares
167,562
Previous 136,835
22.46%
Holding current value
$54.7 Million
Previous $35.5 Billion
29.53%
% of portfolio
8.45%
Previous 7.0%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
736Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.25 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.14 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$574 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$573 Million0.04% of portfolio
-
Lincoln National Corp926KShares$302 Million4.24% of portfolio