Summit Investment Advisory Services, LLC Vanguard Value ETF Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 8,697 shares of VTV stock, worth $1.4 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
8,697
Previous 8,621
0.88%
Holding current value
$1.4 Million
Previous $1.29 Billion
9.89%
% of portfolio
0.84%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,156Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$18 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.89 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.16 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio