Summit Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 120,893 shares of IBDR stock, worth $2.87 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
120,893Holding current value
$2.87 Million% of portfolio
3.39%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
353Shares Held
85MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.57MShares$180 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.08MShares$121 Million0.03% of portfolio
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Morgan Stanley New York, NY3.32MShares$78.8 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$70.3 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO2.37MShares$56.4 Million0.06% of portfolio