Summit Financial Strategies, Inc. Vanguard S&P Small Cap 600 ETF Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,768 shares of VIOO stock, worth $374,011. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,768
Previous 3,768
-0.0%
Holding current value
$374,011
Previous $407,000
1.97%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$162 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$116 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$71.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$59.4 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$46.5 Million0.02% of portfolio