Summit Wealth Partners, LLC Ishares Core 10+ Year Usd Bond Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 71,365 shares of ILTB stock, worth $3.52 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
71,365
Previous 56,552
26.19%
Holding current value
$3.52 Million
Previous $3.01 Billion
15.25%
% of portfolio
0.71%
Previous 0.58%
Shares
21 transactions
Others Institutions Holding ILTB
# of Institutions
99Shares Held
6.34MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.35MShares$66.6 Million0.01% of portfolio
-
Ae Wealth Management LLC768KShares$37.9 Million0.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN659KShares$32.5 Million0.01% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN324KShares$16 Million0.63% of portfolio
-
Wells Fargo & Company San Francisco, CA316KShares$15.6 Million0.0% of portfolio