Robertson Stephens Wealth Management, LLC Vanguard Mega Cap Growth ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
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 14,080 shares of MGK stock, worth $4.82 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,080
Previous 8,226
71.16%
Holding current value
$4.82 Million
Previous $2.58 Million
75.43%
% of portfolio
0.17%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.55 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.22 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$675 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$654 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$554 Million7.31% of portfolio