Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 29,225 shares of IBTH stock, worth $650,548. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,225
Previous 29,225
-0.0%
Holding current value
$650,548
Previous $662 Million
1.94%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
233Shares Held
45.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.93MShares$110 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.46MShares$76.9 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.01MShares$66.9 Million2.56% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$53.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$33.7 Million0.01% of portfolio