Wescott Financial Advisory Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,465 shares of MGK stock, worth $846,505. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,465
Previous 2,464
0.04%
Holding current value
$846,505
Previous $774,000
2.45%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.56 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.23 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$677 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$656 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$555 Million7.31% of portfolio