Robertson Stephens Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,736 shares of MGK stock, worth $2.82 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,736
Previous 9,852
21.48%
Holding current value
$2.82 Million
Previous $3.38 Million
29.47%
% of portfolio
0.08%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding MGK
# of Institutions
902Shares Held
39.2MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.81 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.28 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$832 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$726 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$603 Million1.32% of portfolio