Summit Wealth Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 28,896 shares of VMBS stock, worth $1.33 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
28,896
Previous 30,768
6.08%
Holding current value
$1.33 Million
Previous $1.45 Million
9.84%
% of portfolio
0.38%
Previous 0.42%
Shares
21 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.32 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$916 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$374 Million1.01% of portfolio