Summit Wealth Partners, LLC Ishares Ibonds 2025 Term High Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 23,804 shares of IBHE stock, worth $552,490. This represents 0.12% of its overall portfolio holdings.
Number of Shares
23,804
Previous 25,248
5.72%
Holding current value
$552,490
Previous $590 Million
6.14%
% of portfolio
0.12%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding IBHE
# of Institutions
113Shares Held
14.5MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.28MShares$29.6 Million2.93% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$28.3 Million0.0% of portfolio
-
Richard P Slaughter Associates Inc1.2MShares$27.8 Million7.42% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL973KShares$22.6 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA692KShares$16.1 Million0.0% of portfolio