Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 74,637 shares of IBTF stock, worth $1.75 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
74,637
Previous 64,190
16.28%
Holding current value
$1.75 Million
Previous $1.49 Billion
16.23%
% of portfolio
0.36%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding IBTF
# of Institutions
254Shares Held
80.5MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$360 Million1.16% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.9 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.71MShares$86.9 Million1.57% of portfolio
-
Ubs Group Ag3.58MShares$83.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.5 Million0.01% of portfolio