Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,072 shares of IBDQ stock, worth $930,877. This represents 0.19% of its overall portfolio holdings.
Number of Shares
37,072
Previous 37,997
2.43%
Holding current value
$930,877
Previous $954 Million
2.63%
% of portfolio
0.19%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding IBDQ
# of Institutions
419Shares Held
94.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.8 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio