Summit Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Summit Wealth Partners, LLC
- $493 Billion
- Q1 2025
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 221,437 shares of IUSB stock, worth $10.2 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
221,437
Previous 183,740
20.52%
Holding current value
$10.2 Million
Previous $8.31 Billion
22.86%
% of portfolio
2.07%
Previous 1.71%
Shares
19 transactions
Others Institutions Holding IUSB
# of Institutions
822Shares Held
693MCall Options Held
100Put Options Held
400-
Envestnet Asset Management Inc135MShares$6.25 Billion1.92% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.88 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.77 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.22 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.96 Billion0.45% of portfolio