Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 20,650 shares of VCIT stock, worth $1.67 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,650
Previous 19,559
5.58%
Holding current value
$1.67 Million
Previous $1.64 Billion
1.19%
% of portfolio
0.34%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding VCIT
# of Institutions
1,276Shares Held
493MCall Options Held
29KPut Options Held
7.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.52 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC63.7MShares$5.17 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY50.2MShares$4.07 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS24.6MShares$2 Billion1.93% of portfolio
-
Prudential PLC London, England, X019.8MShares$1.61 Billion8.12% of portfolio