Wellspring Financial Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 4,182 shares of MGK stock, worth $1.31 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,182
Previous 4,178
0.1%
Holding current value
$1.31 Million
Previous $1.08 Billion
10.56%
% of portfolio
0.19%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding MGK
# of Institutions
736Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.16 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.1 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$553 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$551 Million0.04% of portfolio
-
Lincoln National Corp926KShares$291 Million4.24% of portfolio