Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 43,940 shares of IBTG stock, worth $1.01 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
43,940
Previous 33,880
29.69%
Holding current value
$1.01 Million
Previous $769 Million
29.38%
% of portfolio
0.21%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
195Shares Held
37.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$78.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.4 Million1.37% of portfolio
-
Capital Investment Advisors, LLC2.29MShares$52.8 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$42.3 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.51MShares$34.8 Million0.25% of portfolio