Summit Wealth Group, LLC Vanguard Bd Index Fd Inc Long Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Summit Wealth Group, LLC holds 4,221 shares of BLV stock, worth $295,638. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,221
Previous 5,064
16.65%
Holding current value
$295,638
Previous $381,000
24.15%
% of portfolio
0.08%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.13 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$638 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$220 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$164 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$162 Million5.09% of portfolio