Summit Wealth & Retirement Planning, Inc. Vanguard Growth ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,032 shares of VUG stock, worth $439,859. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,032Holding current value
$439,859% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
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Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
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Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio