Summit Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,740 shares of VO stock, worth $966,864. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,740
Previous 3,926
4.74%
Holding current value
$966,864
Previous $981 Million
7.7%
% of portfolio
0.19%
Previous 0.21%
Shares
18 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.97 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.14 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.63 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.14 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.89 Billion0.14% of portfolio