Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 11,222 shares of IBDV stock, worth $239,365. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,222
Previous 11,222 -0.0%
Holding current value
$239,365
Previous $239 Million 4.28%
% of portfolio
0.05%
Previous 0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Sep 11, 2024
BUY
$19.85 - $21.72 $222,756 - $243,741
11,222 New
11,222 $243 Million

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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