Summit Financial Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,810 shares of VOO stock, worth $3.6 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
5,810
Previous 3,725
55.97%
Holding current value
$3.6 Million
Previous $2.12 Million
68.18%
% of portfolio
0.58%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding VOO
# of Institutions
3,737Shares Held
514MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$22.7 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$18.1 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.6 Billion5.77% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$16 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15.5 Billion1.07% of portfolio