One Wealth Management Investment & Advisory Services, LLC Vanguard Mega Cap Growth ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $244 Billion
- Q1 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 715 shares of MGK stock, worth $228,671. This represents 0.08% of its overall portfolio holdings.
Number of Shares
715
Previous 1,322
45.92%
Holding current value
$228,671
Previous $343 Million
40.27%
% of portfolio
0.08%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
734Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.2 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.12 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$562 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$561 Million0.04% of portfolio
-
Lincoln National Corp926KShares$296 Million4.24% of portfolio