Summit Financial Strategies, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 11,802 shares of VOO stock, worth $6.16 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
11,802
Previous 11,734
0.58%
Holding current value
$6.16 Million
Previous $5.64 Million
4.65%
% of portfolio
0.79%
Previous 0.83%
Shares
20 transactions
Others Institutions Holding VOO
# of Institutions
3,001Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.4 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.1 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio