Kingswood Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
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 $554,846. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$554,846
Previous $441 Million
10.44%
% of portfolio
0.06%
Previous 0.05%
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