Summit Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,453 shares of VOO stock, worth $736,394. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,453
Previous 1,413
2.83%
Holding current value
$736,394
Previous $617,000
13.13%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
2,887Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.9 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.7 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.4 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.8 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.89 Billion0.76% of portfolio