Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 27,039 shares of IBDT stock, worth $690,576. This represents 0.14% of its overall portfolio holdings.
Number of Shares
27,039
Previous 26,987
0.19%
Holding current value
$690,576
Previous $672 Million
0.35%
% of portfolio
0.14%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding IBDT
# of Institutions
290Shares Held
59.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$176 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70.9 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$61.6 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$61.2 Million1.25% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$61.2 Million1.36% of portfolio