Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 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 18,289 shares of VCIT stock, worth $1.53 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,289
Previous 14,292
27.97%
Holding current value
$1.53 Million
Previous $1.15 Billion
27.05%
% of portfolio
0.3%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,129Shares Held
468MCall Options Held
42.6KPut Options Held
700-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa89.8MShares$7.53 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC60MShares$5.03 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY46MShares$3.86 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS23.7MShares$1.98 Billion2.02% of portfolio
-
Prudential PLC London, England, X022.7MShares$1.9 Billion12.71% of portfolio