Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,956 shares of IBDS stock, worth $433,098. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,956
Previous 17,956
-0.0%
Holding current value
$433,098
Previous $426 Million
2.7%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding IBDS
# of Institutions
335Shares Held
81.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$174 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$132 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$119 Million0.03% of portfolio
-
Capital Advisors Inc3.5MShares$84.5 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.16MShares$76.3 Million0.01% of portfolio