Optivise Advisory Services LLC Vanguard Mega Cap Growth ETF Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,533 shares of MGK stock, worth $616,373. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,533
Previous 1,441
6.38%
Holding current value
$616,373
Previous $528 Million
16.91%
% of portfolio
0.37%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding MGK
# of Institutions
945Shares Held
40.3MCall Options Held
95KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.19 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.5 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$938 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$786 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$671 Million1.42% of portfolio