Summit Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
16 transactions
Others Institutions Holding TIP
# of Institutions
1,094Shares Held
109MCall Options Held
312KPut Options Held
185K-
Black Rock Inc. New York, NY35.6MShares$3.86 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$1.22 Billion0.11% of portfolio
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Morgan Stanley New York, NY4.39MShares$476 Million0.04% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.34MShares$362 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY2.88MShares$313 Million0.03% of portfolio