Optivise Advisory Services LLC Vanguard Mega Cap Growth ETF Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
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 1,428 shares of MGK stock, worth $462,400. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,428
Previous 1,209
18.11%
Holding current value
$462,400
Previous $389 Million
26.0%
% of portfolio
0.26%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.42 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.16 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$695 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$603 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$530 Million1.64% of portfolio