Heartwood Wealth Advisors LLC Vanguard Mega Cap Growth ETF Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,455 shares of MGK stock, worth $854,855. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,455
Previous 2,478
0.93%
Holding current value
$854,855
Previous $778,000
1.54%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.6 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.24 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$686 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$665 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$563 Million7.31% of portfolio