Summit Wealth Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Summit Wealth Group, LLC
- $333 Million
- Q2 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 31,498 shares of VMBS stock, worth $1.47 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
31,498
Previous 30,312
3.91%
Holding current value
$1.47 Million
Previous $1.38 Million
3.4%
% of portfolio
0.43%
Previous 0.94%
Shares
19 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio