Trevian Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History
Trevian Wealth Management LLC
- $140 Million
- Q1 2025
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 1,170 shares of MGK stock, worth $426,453. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,170
Previous 1,170
-0.0%
Holding current value
$426,453
Previous $402,000
10.2%
% of portfolio
0.26%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
899Shares Held
39.1MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.81 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.28 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$832 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$726 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$603 Million1.32% of portfolio