Summit Financial Strategies, Inc. Vanguard Intl Eqty Ftse All Wo Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,258 shares of VSS stock, worth $950,578. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,258
Previous 6,773
21.93%
Holding current value
$950,578
Previous $853,000
10.79%
% of portfolio
0.11%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding VSS
# of Institutions
665Shares Held
48.7MCall Options Held
100Put Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO4.56MShares$525 Million1.77% of portfolio
-
Personal Capital Advisors Corp3.68MShares$423 Million1.84% of portfolio
-
Morgan Stanley New York, NY3.24MShares$373 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA2.85MShares$328 Million3.28% of portfolio
-
Natixis Advisors, L.P. Boston, MA2.5MShares$288 Million0.61% of portfolio