Summit Financial Wealth Advisors, LLC Vanguard Value ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,149 shares of VTV stock, worth $1.09 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,149Holding current value
$1.09 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,369Shares Held
520MCall Options Held
250KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
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Jones Financial Companies Lllp52.2MShares$9.22 Billion9.35% of portfolio
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Morgan Stanley New York, NY29.1MShares$5.13 Billion0.37% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio
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Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio