Summit Wealth Partners, LLC Vanguard Mega Cap Value Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,954 shares of MGV stock, worth $524,063. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,954
Previous 3,954
-0.0%
Holding current value
$524,063
Previous $507 Million
2.63%
% of portfolio
0.1%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding MGV
# of Institutions
484Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.6 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.9 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$513 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$377 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$235 Million0.04% of portfolio