Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Put Options Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBDR

# of Institutions

364

Shares Held

86.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.57M
Shares

$180 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.08M
Shares

$121 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.32M
Shares

$78.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.96M
Shares

$70.3 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$56.4 Million
0.06% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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