Wheelhouse Advisory Group LLC Vanguard Mega Cap Growth ETF Transaction History
Wheelhouse Advisory Group LLC
- $203 Billion
- Q2 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 45,999 shares of MGK stock, worth $18.2 Million. This represents 8.3% of its overall portfolio holdings.
Number of Shares
45,999
Previous 43,906
4.77%
Holding current value
$18.2 Million
Previous $13.6 Billion
24.2%
% of portfolio
8.3%
Previous 7.74%
Shares
7 transactions
Others Institutions Holding MGK
# of Institutions
945Shares Held
40.3MCall Options Held
95KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.14 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.48 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$922 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$772 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$659 Million1.42% of portfolio