Summit Wealth & Retirement Planning, Inc. Vanguard Value ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $309 Million
- Q4 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,226 shares of VTV stock, worth $750,453. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,226Holding current value
$750,453% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,395Shares Held
521MCall Options Held
250KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.56 Billion8.7% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.16 Billion0.37% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.52 Billion1.14% of portfolio
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Ubs Group Ag13MShares$2.31 Billion0.5% of portfolio