Martel Wealth Advisors Inc Vanguard Mega Cap Growth ETF Transaction History
Martel Wealth Advisors Inc
- $571 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
998Shares Held
42.2MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.5MShares$3.47 Billion7.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.72MShares$1.52 Billion34.63% of portfolio
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Morgan Stanley New York, NY2.37MShares$970 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC1.92MShares$785 Million0.05% of portfolio
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Captrust Financial Advisors Raleigh, NC1.6MShares$652 Million1.37% of portfolio