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 $468,005. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,284
Previous 1,396
8.02%
Holding current value
$468,005
Previous $479 Million
13.41%
% of portfolio
0.43%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
894Shares Held
38.9MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.81 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.28 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$832 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$726 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$603 Million1.32% of portfolio