Summit Wealth Group LLC / CO Vanguard Total International B Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$48.77 - $49.55 $298,521 - $303,295	6,121 New	6,121 $303 Million

Others Institutions Holding BNDX

# of Institutions

1,105

Shares Held

806M

Call Options Held

35.9K

Put Options Held

0

Jpmorgan Chase & CO New York, NY

252M
Shares

$12.5 Billion
0.82% of portfolio
Bank Of America Corp Charlotte, NC

137M
Shares

$6.77 Billion
0.47% of portfolio
Vanguard Group Inc Valley Forge, PA

74.8M
Shares

$3.7 Billion
0.06% of portfolio
Envestnet Asset Management Inc

44.8M
Shares

$2.22 Billion
0.69% of portfolio
Mercer Global Advisors Inc Denver, CO

31.2M
Shares

$1.54 Billion
2.63% of portfolio

About VANGUARD TOTAL INTERNATIONAL B

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