Summit Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 $685,283. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,043
Previous 2,043
-0.0%
Holding current value
$685,283
Previous $642 Million
2.47%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39.6MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.5 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.2 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$661 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$641 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$542 Million7.31% of portfolio