Summit Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
963Shares Held
37.6MCall Options Held
15.7KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$815 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$642 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$622 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$574 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$475 Million0.04% of portfolio