Summit Wealth Group, LLC Vanguard Long Term Treasury Et Transaction History
Summit Wealth Group, LLC
- $147 Million
- Q1 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Summit Wealth Group, LLC holds 22,951 shares of VGLT stock, worth $1.33 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
22,951
Previous 24,154
4.98%
Holding current value
$1.33 Million
Previous $1.49 Million
8.48%
% of portfolio
0.93%
Previous 1.16%
Shares
6 transactions
Others Institutions Holding VGLT
# of Institutions
378Shares Held
155MCall Options Held
118KPut Options Held
103K-
Jpmorgan Chase & CO New York, NY42.1MShares$2.45 Billion0.23% of portfolio
-
Bank Of America Corp Charlotte, NC19.4MShares$1.13 Billion0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.9MShares$633 Million0.18% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.69MShares$505 Million1.93% of portfolio
-
Morgan Stanley New York, NY7.54MShares$438 Million0.04% of portfolio