Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 43,988 shares of IBTG stock, worth $1.01 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
43,988
Previous 43,940
0.11%
Holding current value
$1.01 Million
Previous $995 Million
1.92%
% of portfolio
0.2%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
208Shares Held
38.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.8 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.41MShares$78.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$52.1 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$42 Million0.0% of portfolio
-
Bailard, Inc.1.65MShares$37.8 Million1.0% of portfolio