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 $775,300. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,762
Previous 14,147
4.35%
Holding current value
$775,300
Previous $747 Million
5.52%
% of portfolio
0.14%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding VEA
# of Institutions
2,570Shares Held
2.15BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.21 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.53 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.22 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.15 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.43 Billion0.72% of portfolio