Institute For Wealth Management, Llc. Vanguard Mega Cap Growth ETF Transaction History
Institute For Wealth Management, Llc.
- $766 Million
- Q1 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,971 shares of MGK stock, worth $630,365. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,971
Previous 1,891
4.23%
Holding current value
$630,365
Previous $490,000
15.1%
% of portfolio
0.07%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding MGK
# of Institutions
734Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.2 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.12 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$562 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$561 Million0.04% of portfolio
-
Lincoln National Corp926KShares$296 Million4.24% of portfolio