Heartwood Wealth Advisors LLC Vanguard Mega Cap Growth ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 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 $856,033. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,455
Previous 2,455
-0.0%
Holding current value
$856,033
Previous $790,000
6.71%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
859Shares Held
39MCall Options Held
91.7KPut Options Held
123K-
Assetmark, Inc7.46MShares$2.6 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.25 Billion33.59% of portfolio
-
Morgan Stanley New York, NY1.97MShares$687 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$666 Million0.05% of portfolio
-
Howard Capital Management Inc.1.61MShares$562 Million7.36% of portfolio