Kingswood Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 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 1,800 shares of MGK stock, worth $672,678. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,800
Previous 1,700
5.88%
Holding current value
$672,678
Previous $529 Million
24.52%
% of portfolio
0.05%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding MGK
# of Institutions
912Shares Held
39.4MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.88 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.32 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$853 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$745 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$618 Million1.32% of portfolio