Plan Group Financial, LLC Vanguard Mega Cap Growth ETF Transaction History
Plan Group Financial, LLC
- $295 Million
- Q2 2025
A detailed history of Plan Group Financial, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 7,808 shares of MGK stock, worth $3.14 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
7,808
Previous 3,467
125.21%
Holding current value
$3.14 Million
Previous $1.07 Million
167.2%
% of portfolio
0.97%
Previous 0.39%
Shares
2 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