Summit Financial Strategies, Inc. Vanguard Value ETF Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 7,185 shares of VTV stock, worth $1.17 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,185
Previous 7,166
0.27%
Holding current value
$1.17 Million
Previous $1.25 Million
2.72%
% of portfolio
0.15%
Previous 0.15%
Shares
19 transactions
Others Institutions Holding VTV
# of Institutions
2,555Shares Held
549MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$19.5 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$8.74 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.01 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.26 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.15 Billion0.42% of portfolio