Summit Wealth Group, LLC Vanguard Ftse Developed Market Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth Group, LLC holds 291,555 shares of VEA stock, worth $13.9 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
291,555
Previous 313,529
7.01%
Holding current value
$13.9 Million
Previous $15.5 Million
0.63%
% of portfolio
4.44%
Previous 4.65%
Shares
12 transactions
Others Institutions Holding VEA
# of Institutions
2,384Shares Held
2.11BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$7.83 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$6.9 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.06 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.59 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.19 Billion3.64% of portfolio