Willner & Heller, LLC Vanguard Mega Cap Growth ETF Transaction History
Willner & Heller, LLC
- $87.7 Million
- Q4 2023
A detailed history of Willner & Heller, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Willner & Heller, LLC holds 3,894 shares of MGK stock, worth $1.27 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
3,894
Previous 3,360
15.89%
Holding current value
$1.27 Million
Previous $578,000
74.74%
% of portfolio
1.15%
Previous 0.83%
Shares
6 transactions
Others Institutions Holding MGK
# of Institutions
735Shares Held
33.2MCall Options Held
111KPut Options Held
419K-
Assetmark, Inc6.88MShares$2.25 Billion6.46% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.5MShares$1.14 Billion35.65% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$574 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.75MShares$573 Million0.04% of portfolio
-
Lincoln National Corp926KShares$302 Million4.24% of portfolio