Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 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 52,099 shares of IBTE stock, worth $1.25 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
52,099
Previous 96,342
45.92%
Holding current value
$1.25 Million
Previous $2.31 Billion
45.83%
% of portfolio
0.26%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
91.2MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$572 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.1 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.1 Million0.01% of portfolio