Monument Group Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,019 shares of MGK stock, worth $362,366. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,019
Previous 1,017
0.2%
Holding current value
$362,366
Previous $328 Million
6.81%
% of portfolio
0.25%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
817Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.65 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.27 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$701 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$679 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$575 Million7.31% of portfolio