Lwm Advisors Inc Vanguard Mega Cap Growth ETF Transaction History
Lwm Advisors Inc
- $111 Billion
- Q3 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 1,279 shares of MGK stock, worth $520,808. This represents 0.46% of its overall portfolio holdings.
Number of Shares
1,279
Previous 1,284
0.39%
Holding current value
$520,808
Previous $470 Million
9.47%
% of portfolio
0.46%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
945Shares Held
40.3MCall Options Held
95KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.24 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.52 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$950 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$796 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$680 Million1.42% of portfolio