Summit Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 145,786 shares of IUSB stock, worth $6.69 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
145,786
Previous 119,762
21.73%
Holding current value
$6.69 Million
Previous $5.42 Billion
26.84%
% of portfolio
1.32%
Previous 1.12%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
695Shares Held
676MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc159MShares$7.3 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.39 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.84 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.81 Billion0.85% of portfolio