Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 33,532 shares of IBDQ stock, worth $840,311. This represents 0.17% of its overall portfolio holdings.
Number of Shares
33,532
Previous 30,382
10.37%
Holding current value
$840,311
Previous $754 Million
10.59%
% of portfolio
0.17%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.7 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$76 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.2 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$58.9 Million0.15% of portfolio