Summit Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,043 shares of MGK stock, worth $669,613. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,043
Previous 2,043
-0.0%
Holding current value
$669,613
Previous $586 Million
9.63%
% of portfolio
0.13%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding MGK
# of Institutions
771Shares Held
34.8MCall Options Held
77.5KPut Options Held
127K-
Assetmark, Inc7.18MShares$2.35 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.15 Billion37.82% of portfolio
-
Morgan Stanley New York, NY1.94MShares$635 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$594 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC960KShares$315 Million0.15% of portfolio