Summit Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 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 2,012 shares of MGK stock, worth $651,505. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,012
Previous 2,043
1.52%
Holding current value
$651,505
Previous $658 Million
5.03%
% of portfolio
0.14%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding MGK
# of Institutions
895Shares Held
39.4MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.42 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.16 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$695 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$603 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$530 Million1.64% of portfolio