Summit Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 6,031 shares of IEI stock, worth $722,755. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,031
Previous 5,948
1.4%
Holding current value
$722,755
Previous $689 Million
1.08%
% of portfolio
0.14%
Previous 0.15%
Shares
17 transactions
Others Institutions Holding IEI
# of Institutions
713Shares Held
85.4MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.13 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$681 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$510 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$459 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$452 Million0.08% of portfolio