Vertex Planning Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 988 shares of MGK stock, worth $311,644. This represents 0.07% of its overall portfolio holdings.
Number of Shares
988
Previous 980
0.82%
Holding current value
$311,644
Previous $316 Million
7.59%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.35 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.13 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$677 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$588 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$517 Million1.64% of portfolio