Summit Wealth & Retirement Planning, Inc. Vanguard Mega Cap ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 185,290 shares of MGC stock, worth $38.2 Million. This represents 13.0% of its overall portfolio holdings.
Number of Shares
185,290
Previous 184,402
0.48%
Holding current value
$38.2 Million
Previous $34.5 Million
6.08%
% of portfolio
13.0%
Previous 12.83%
Shares
18 transactions
Others Institutions Holding MGC
# of Institutions
445Shares Held
15.1MCall Options Held
14.4KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.59MShares$328 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$130 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY602KShares$124 Million1.27% of portfolio
-
Wooster Corthell Wealth Management, Inc.490KShares$101 Million21.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN486KShares$100 Million0.03% of portfolio