Summit Wealth Partners, LLC Ishares Ibonds Dec 2024 Term C Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBDP
# of Institutions
362Shares Held
68.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$155 Million0.01% of portfolio
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Morgan Stanley New York, NY3.11MShares$78.2 Million0.01% of portfolio
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Ubs Group Ag2.84MShares$71.4 Million0.02% of portfolio
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Hm Payson & CO Portland, ME2.7MShares$67.9 Million1.17% of portfolio
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Lpl Financial LLC Fort Mill, SC1.71MShares$43 Million0.02% of portfolio