Trevian Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History
Trevian Wealth Management LLC
- $122 Million
- Q3 2024
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 1,169 shares of MGK stock, worth $417,181. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,169Holding current value
$417,181% of portfolio
0.31%Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.66 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.28 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$703 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.91MShares$682 Million0.05% of portfolio
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Howard Capital Management Inc.1.62MShares$577 Million7.31% of portfolio