Summit Wealth Partners, LLC Ishares Core 10+ Year Usd Bond Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 56,552 shares of ILTB stock, worth $2.82 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
56,552
Previous 53,425
5.85%
Holding current value
$2.82 Million
Previous $2.66 Billion
13.43%
% of portfolio
0.58%
Previous 0.55%
Shares
20 transactions
Others Institutions Holding ILTB
# of Institutions
98Shares Held
7.17MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.35MShares$67.4 Million0.01% of portfolio
-
International Assets Investment Management, LLC Orlando, FL793KShares$39.6 Million0.04% of portfolio
-
Ae Wealth Management LLC768KShares$38.4 Million0.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN659KShares$32.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA316KShares$15.8 Million0.0% of portfolio