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 $354,540. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,019
Previous 1,017
0.2%
Holding current value
$354,540
Previous $328 Million
6.81%
% of portfolio
0.25%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
889Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.6 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.24 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$747 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$648 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$570 Million1.64% of portfolio