Summit Wealth Partners, LLC Ishares Tr Ibonds 2026 Term Hi Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 41,056 shares of IBHF stock, worth $948,804. This represents 0.19% of its overall portfolio holdings.
Number of Shares
41,056
Previous 41,056
-0.0%
Holding current value
$948,804
Previous $941 Million
2.18%
% of portfolio
0.19%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding IBHF
# of Institutions
90Shares Held
12.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.34MShares$54 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.1.19MShares$27.5 Million0.09% of portfolio
-
Ashton Thomas Private Wealth, LLC Scottsdale, AZ632KShares$14.6 Million0.78% of portfolio
-
Northwestern Mutual Wealth Management CO625KShares$14.4 Million0.01% of portfolio
-
Ruggaard & Associates LLC Twinsburg, OH575KShares$13.3 Million5.86% of portfolio