Summit Wealth Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 $199,668. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,683Holding current value
$199,668% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
902Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$577 Million0.54% of portfolio
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Wells Fargo & Company San Francisco, CA7.73MShares$575 Million0.14% of portfolio
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Goldman Sachs Group Inc New York, NY7.38MShares$549 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC6.21MShares$462 Million0.04% of portfolio