Kingswood Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,700 shares of MGK stock, worth $586,500. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,700
Previous 5,400
68.52%
Holding current value
$586,500
Previous $1.85 Billion
71.46%
% of portfolio
0.02%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
895Shares Held
38.9MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.66 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.22 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$788 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$688 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$570 Million1.32% of portfolio