Helen Stephens Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 2025
A detailed history of Helen Stephens Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Helen Stephens Group, LLC holds 975 shares of MGK stock, worth $307,544. This represents 0.09% of its overall portfolio holdings.
Number of Shares
975
Previous 974
0.1%
Holding current value
$307,544
Previous $334,000
9.88%
% of portfolio
0.09%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.35 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.13 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$677 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$588 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$517 Million1.64% of portfolio