Summit Wealth Partners, LLC Ishares Tr Edge High Yield Def Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 28,819 shares of HYDB stock, worth $1.37 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
28,819
Previous 27,254 5.74%
Holding current value
$1.37 Million
Previous $1.31 Billion 3.43%
% of portfolio
0.28%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$46.68 - $47.95 $73,054 - $75,041
1,565 Added 5.74%
28,819 $1.35 Billion
Q3 2024

Oct 28, 2024
BUY
$46.14 - $48.06 $771,322 - $803,419
16,717 Added 158.65%
27,254 $1.31 Billion
Q2 2024

Sep 11, 2024
BUY
$45.56 - $46.71 $156,771 - $160,729
3,441 Added 48.49%
10,537 $489 Million
Q1 2024

Sep 11, 2024
BUY
$45.81 - $46.79 $325,067 - $332,021
7,096 New
7,096 $332 Million

Others Institutions Holding HYDB

# of Institutions
186
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE HIGH YIELD DEF

HYDB Quotes by TradingView
  • Ticker HYDB
  • Sector ETFs
  • Industry ETFs
More about HYDB
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