Summit Financial, LLC Vanguard Transaction History
Summit Financial, LLC
- $2.54 Billion
- Q3 2024
A detailed history of Summit Financial, LLC transactions in Vanguard stock. As of the latest transaction made, Summit Financial, LLC holds 5,252 shares of VGSH stock, worth $305,088. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,252
Previous 7,149
26.54%
Holding current value
$305,088
Previous $414,000
25.36%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
919Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$829 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio