Summit Wealth Partners, LLC Vanguard Value ETF Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,277 shares of VTV stock, worth $736,969. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,277
Previous 4,397
2.73%
Holding current value
$736,969
Previous $716 Million
4.19%
% of portfolio
0.14%
Previous 0.15%
Shares
18 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.9 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.79 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.03 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.46 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.15 Billion0.5% of portfolio