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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 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 27,254 shares of HYDB stock, worth $1.29 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
27,254
Previous 10,537 158.65%
Holding current value
$1.29 Million
Previous $489 Million 167.67%
% of portfolio
0.25%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
142
Shares Held
9.69M
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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