Summit Wealth Group, LLC Vanguard Long Term Treasury Et Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 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 14,206 shares of VGLT stock, worth $814,714. This represents 0.23% of its overall portfolio holdings.
Number of Shares
14,206
Previous 18,465
23.07%
Holding current value
$814,714
Previous $1.14 Million
30.81%
% of portfolio
0.23%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding VGLT
# of Institutions
438Shares Held
121MCall Options Held
218KPut Options Held
76.9K-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$782 Million0.2% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$616 Million2.01% of portfolio
-
Bank Of America Corp Charlotte, NC9.97MShares$572 Million0.05% of portfolio
-
Morgan Stanley New York, NY8.39MShares$481 Million0.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.52MShares$374 Million0.78% of portfolio