Summit Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas 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 IEI

# of Institutions

744

Shares Held

85.2M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.12 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$744 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$662 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$488 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$456 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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