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 $792,032. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,455
Previous 2,478
0.93%
Holding current value
$792,032
Previous $778,000
1.54%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
776Shares Held
35.2MCall Options Held
62.5KPut Options Held
112K-
Assetmark, Inc7.45MShares$2.4 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.13 Billion37.82% of portfolio
-
Morgan Stanley New York, NY1.94MShares$625 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$584 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC960KShares$310 Million0.15% of portfolio