Summit Financial Strategies, Inc. Vanguard Intl Eqty Ftse All Wo Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,258 shares of VSS stock, worth $962,057. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,258
Previous 6,773
21.93%
Holding current value
$962,057
Previous $853,000
10.79%
% of portfolio
0.11%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding VSS
# of Institutions
683Shares Held
47.7MCall Options Held
100Put Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO4.56MShares$531 Million1.77% of portfolio
-
Personal Capital Advisors Corp3.68MShares$428 Million1.84% of portfolio
-
Axiom Advisory, LLC San Diego, CA2.85MShares$332 Million3.28% of portfolio
-
Bessemer Group Inc Woodbridge, NJ2.81MShares$328 Million0.53% of portfolio
-
Natixis Advisors, L.P. Boston, MA2.64MShares$308 Million0.57% of portfolio