Summit Wealth Partners, LLC Vanguard Ftse Developed Market Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,762 shares of VEA stock, worth $737,214. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,762
Previous 14,147
4.35%
Holding current value
$737,214
Previous $747 Million
5.52%
% of portfolio
0.14%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding VEA
# of Institutions
2,427Shares Held
2.14BCall Options Held
217KPut Options Held
689K-
Bank Of America Corp Charlotte, NC165MShares$8.22 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.25 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.36 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.82 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.35 Billion3.64% of portfolio