Summit Wealth & Retirement Planning, Inc. Vanguard Ftse Developed Market Transaction History
Summit Wealth & Retirement Planning, Inc.
- $389 Million
- Q3 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 11,128 shares of VEA stock, worth $682,368. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,128
Previous 11,127
0.01%
Holding current value
$682,368
Previous $634,000
5.05%
% of portfolio
0.17%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding VEA
# of Institutions
2,896Shares Held
2.36BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
-
Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
-
Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
-
Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio