A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 11,222 shares of IBDV stock, worth $241,160. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,222
Previous 11,222 -0.0%
Holding current value
$241,160
Previous $239 Million 4.28%
% of portfolio
0.05%
Previous 0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Sep 11, 2024

BUY
$19.85 - $21.72 $222,756 - $243,741
11,222 New
11,222 $243 Million

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.