Summit Wealth Group, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Summit Wealth Group, LLC holds 8,194 shares of VYMI stock, worth $556,782. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,194
Previous 8,194
-0.0%
Holding current value
$556,782
Previous $562,000
7.12%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VYMI
# of Institutions
554Shares Held
49.1MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$290 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$246 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.51MShares$171 Million4.79% of portfolio
-
Envestnet Asset Management Inc1.81MShares$123 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$119 Million0.03% of portfolio