Summit Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 77,658 shares of ISTB stock, worth $3.78 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
77,658
Previous 81,493
4.71%
Holding current value
$3.78 Million
Previous $3.87 Billion
4.85%
% of portfolio
0.76%
Previous 0.82%
Shares
19 transactions
Others Institutions Holding ISTB
# of Institutions
392Shares Held
58MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA9.75MShares$474 Million4.95% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$235 Million0.63% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.12MShares$152 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI3.1MShares$151 Million11.79% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$86.8 Million0.0% of portfolio