Shepherd Financial Partners LLC Vanguard Mega Cap Growth ETF Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,059 shares of MGK stock, worth $341,220. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,059
Previous 1,059
-0.0%
Holding current value
$341,220
Previous $274,000
10.58%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding MGK
# of Institutions
735Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.22 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.13 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$567 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$565 Million0.04% of portfolio
-
Lincoln National Corp926KShares$298 Million4.24% of portfolio