Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,807 shares of IBMM stock, worth $229,950. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,807
Previous 8,807
-0.0%
Holding current value
$229,950
Previous $229 Million
0.21%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IBMM
# of Institutions
169Shares Held
12.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$40.7 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA530KShares$13.9 Million0.09% of portfolio
-
Us Bancorp \De\521KShares$13.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY390KShares$10.2 Million0.0% of portfolio
-
Ubs Group Ag363KShares$9.47 Million0.0% of portfolio