Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 31,877 shares of IBDR stock, worth $757,078. This represents 0.15% of its overall portfolio holdings.
Number of Shares
31,877
Previous 30,990
2.86%
Holding current value
$757,078
Previous $738 Million
4.93%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
370Shares Held
88.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio