Lwm Advisors Inc Vanguard Mega Cap Growth ETF Transaction History
Lwm Advisors Inc
- $97.3 Billion
- Q1 2025
A detailed history of Lwm Advisors Inc transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 1,284 shares of MGK stock, worth $405,012. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,284
Previous 1,396
8.02%
Holding current value
$405,012
Previous $479 Million
13.41%
% of portfolio
0.43%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.43 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.11 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$720 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$629 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$522 Million1.32% of portfolio