Summit Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
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 119,762 shares of IUSB stock, worth $5.67 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
119,762
Previous 74,639
60.45%
Holding current value
$5.67 Million
Previous $3.4 Billion
59.15%
% of portfolio
1.12%
Previous 0.73%
Shares
16 transactions
Others Institutions Holding IUSB
# of Institutions
682Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.22 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.84 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.46 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.9 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.55 Billion0.75% of portfolio