Summit Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 77,039 shares of ISTB stock, worth $3.69 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
77,039
Previous 77,658
0.8%
Holding current value
$3.69 Million
Previous $3.68 Billion
1.95%
% of portfolio
0.72%
Previous 0.76%
Shares
20 transactions
Others Institutions Holding ISTB
# of Institutions
388Shares Held
59.1MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA9.75MShares$468 Million4.95% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$232 Million0.63% of portfolio
-
Trust Point Inc. La Crosse, WI3.14MShares$150 Million11.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.12MShares$150 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$85.6 Million0.0% of portfolio