Summit Wealth Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,683 shares of BIV stock, worth $201,305. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,683
Previous 2,683
-0.0%
Holding current value
$201,305
Previous $210 Million
4.64%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
985Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$920 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$623 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$580 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$471 Million0.04% of portfolio