Tennessee Valley Asset Management Partners Vanguard Mega Cap Growth ETF Transaction History

Tennessee Valley Asset Management Partners

$610 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$218.97 - $260.54 $5,474 - $6,513	25 New	25 $6,000

Others Institutions Holding MGK

# of Institutions

799

Shares Held

39M

Call Options Held

91.9K

Put Options Held

72.8K

Assetmark, Inc

7.45M
Shares

$2.65 Billion
6.88% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

3.57M
Shares

$1.27 Billion
32.56% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$702 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$680 Million
0.05% of portfolio
Howard Capital Management Inc.

1.62M
Shares

$576 Million
7.31% of portfolio

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