Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 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 25,938 shares of IBDT stock, worth $649,228. This represents 0.13% of its overall portfolio holdings.
Number of Shares
25,938
Previous 27,091
4.26%
Holding current value
$649,228
Previous $692 Million
6.62%
% of portfolio
0.13%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding IBDT
# of Institutions
338Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$192 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$88.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.7 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.5 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.7 Million0.02% of portfolio