Summit Wealth Partners, LLC Vanguard Ftse Developed Market Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,147 shares of VEA stock, worth $700,276. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,147
Previous 12,346
14.59%
Holding current value
$700,276
Previous $610 Million
22.45%
% of portfolio
0.14%
Previous 0.13%
Shares
18 transactions
Others Institutions Holding VEA
# of Institutions
2,380Shares Held
2.11BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$8.15 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.18 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.3 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.78 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.32 Billion3.64% of portfolio