Summit Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,744 shares of IEI stock, worth $917,664. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,744
Previous 5,651
37.04%
Holding current value
$917,664
Previous $676 Million
32.4%
% of portfolio
0.18%
Previous 0.13%
Shares
19 transactions
Others Institutions Holding IEI
# of Institutions
824Shares Held
104MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$806 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$758 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$494 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.75MShares$444 Million0.15% of portfolio