One Ascent Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,638 shares of MGK stock, worth $515,691. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,638
Previous 907
80.6%
Holding current value
$515,691
Previous $292,000
92.81%
% of portfolio
0.23%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.35 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.13 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$676 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$587 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$516 Million1.64% of portfolio