Summit Wealth Partners, LLC Ishares Tr Ibonds 2026 Term Hi 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 IBHF
# of Institutions
87Shares Held
12.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$35.2 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.1.19MShares$27.7 Million0.09% of portfolio
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Ashton Thomas Private Wealth, LLC Scottsdale, AZ632KShares$14.7 Million0.78% of portfolio
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Northwestern Mutual Wealth Management CO625KShares$14.5 Million0.01% of portfolio
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Ruggaard & Associates LLC Twinsburg, OH564KShares$13.1 Million5.98% of portfolio