Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 20,416 shares of IBTL stock, worth $419,548. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,416
Previous 20,416
-0.0%
Holding current value
$419,548
Previous $419 Million
0.34%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IBTL
# of Institutions
114Shares Held
16.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.26MShares$46.4 Million0.01% of portfolio
-
True Private Wealth Advisors1.93MShares$39.6 Million4.82% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A81.82MShares$37.4 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC806KShares$16.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY721KShares$14.8 Million0.0% of portfolio