Monument Group Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Monument Group Wealth Advisors, LLC
- $135 Billion
- Q1 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 1,016 shares of MGK stock, worth $308,386. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,016
Previous 1,015
0.1%
Holding current value
$308,386
Previous $263 Million
10.56%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
740Shares Held
33.3MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.09 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.06 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$534 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$533 Million0.04% of portfolio
-
Lincoln National Corp926KShares$281 Million4.24% of portfolio