Robertson Stephens Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 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 3,843 shares of MGK stock, worth $1.55 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,843
Previous 7,736
50.32%
Holding current value
$1.55 Million
Previous $2.39 Million
41.03%
% of portfolio
0.05%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding MGK
# of Institutions
946Shares 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