Summit Wealth & Retirement Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Summit Wealth & Retirement Planning, Inc.
- $309 Million
- Q4 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,180 shares of BIV stock, worth $320,146. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,180
Previous 6,763
38.19%
Holding current value
$320,146
Previous $530,000
41.13%
% of portfolio
0.1%
Previous 0.18%
Shares
21 transactions
Others Institutions Holding BIV
# of Institutions
989Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$939 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$636 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$592 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$481 Million0.04% of portfolio