Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 29,622 shares of IBDW stock, worth $608,139. This represents 0.12% of its overall portfolio holdings.
Number of Shares
29,622
Previous 29,622
-0.0%
Holding current value
$608,139
Previous $601 Million
4.58%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
151Shares Held
40.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.55MShares$72.8 Million1.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.5MShares$71.8 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.2 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.2 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio