Summit Investment Advisory Services, LLC Vanguard Small Cap ETF Transaction History
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,032Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
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Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
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Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
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Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
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Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio