Icon Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,245 shares of MGK stock, worth $406,343. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,245
Previous 1,245
-0.0%
Holding current value
$406,343
Previous $323,000
10.22%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
735Shares 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