Summit Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,918 shares of IBMO stock, worth $227,319. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,918Holding current value
$227,319% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IBMO
# of Institutions
186Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
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Envestnet Asset Management Inc949KShares$24.2 Million0.01% of portfolio
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Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
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Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio