Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 16,164 shares of IBDU stock, worth $380,338. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,164
Previous 14,365
12.52%
Holding current value
$380,338
Previous $328 Million
11.78%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
205Shares Held
48.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.48MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.47MShares$81.6 Million1.65% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$78.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.58MShares$60.7 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC2.3MShares$54.1 Million1.0% of portfolio