Summit Wealth Partners, LLC Ishares Ibonds 2025 Term High 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

No transaction found.

Others Institutions Holding IBHE

# of Institutions

114

Shares Held

13.7M

Call Options Held

0

Put Options Held

0

Arrow Financial Corp

1.44M
Shares

$33.4 Million
3.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

907K
Shares

$21.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

804K
Shares

$18.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

765K
Shares

$17.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

708K
Shares

$16.4 Million
0.01% of portfolio

About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
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