Summit Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Summit Investment Advisory Services, LLC
- $118 Billion
- Q2 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 260,076 shares of IBDS stock, worth $6.31 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
260,076Holding current value
$6.31 Million% of portfolio
5.36%Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
414Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$197 Million0.01% of portfolio
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Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
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Morgan Stanley New York, NY3.98MShares$96.6 Million0.01% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.9 Million2.19% of portfolio
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Hm Payson & CO Portland, ME3.2MShares$77.8 Million1.38% of portfolio