Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,559 shares of VCIT stock, worth $1.58 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,559
Previous 18,289
6.94%
Holding current value
$1.58 Million
Previous $1.46 Billion
12.05%
% of portfolio
0.32%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.13 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.91 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.8 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio