Wheelhouse Advisory Group LLC Vanguard Mega Cap Growth ETF Transaction History
Wheelhouse Advisory Group LLC
- $175 Billion
- Q1 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 43,906 shares of MGK stock, worth $13.8 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
43,906
Previous 41,780
5.09%
Holding current value
$13.8 Million
Previous $14.3 Billion
5.48%
% of portfolio
7.74%
Previous 8.52%
Shares
6 transactions
Others Institutions Holding MGK
# of Institutions
893Shares Held
39.1MCall Options Held
44.7KPut Options Held
93K-
Assetmark, Inc7.72MShares$2.43 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.11 Billion30.68% 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