Summit Wealth Partners, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,312 shares of ARKK stock, worth $251,948. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,312
Previous 5,398 1.59%
Holding current value
$251,948
Previous $270 Million 13.64%
% of portfolio
0.05%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
SELL
$42.0 - $49.24 $3,612 - $4,234
-86 Reduced 1.59%
5,312 $233 Million
Q1 2024

Sep 11, 2024
BUY
$45.2 - $51.64 $5,695 - $6,506
126 Added 2.39%
5,398 $270 Million
Q4 2023

Sep 11, 2024
BUY
$34.1 - $54.26 $647 - $1,030
19 Added 0.36%
5,272 $276 Million
Q3 2023

Sep 11, 2024
BUY
$38.43 - $50.65 $201,872 - $266,064
5,253 New
5,253 $208 Million
Q2 2022

Sep 11, 2024
SELL
$36.58 - $70.5 $427,656 - $824,215
-11,691 Closed
0 $0
Q1 2022

Sep 11, 2024
BUY
$52.29 - $96.99 $224,533 - $416,475
4,294 Added 58.05%
11,691 $775 Million
Q4 2021

Sep 10, 2024
SELL
$91.87 - $125.12 $275,610 - $375,360
-3,000 Reduced 28.85%
7,397 $700 Million
Q3 2021

Sep 10, 2024
SELL
$109.72 - $129.16 $83,496 - $98,290
-761 Reduced 6.82%
10,397 $1.15 Billion
Q2 2021

Sep 10, 2024
SELL
$99.48 - $130.88 $56,504 - $74,339
-568 Reduced 4.84%
11,158 $1.46 Billion
Q1 2021

Sep 10, 2024
BUY
$110.26 - $156.58 $158,994 - $225,788
1,442 Added 14.02%
11,726 $1.41 Billion
Q4 2020

Sep 10, 2024
BUY
$90.79 - $135.05 $389,125 - $578,824
4,286 Added 71.46%
10,284 $1.28 Billion
Q3 2020

Sep 10, 2024
SELL
$73.5 - $97.21 $532,581 - $704,383
-7,246 Reduced 54.71%
5,998 $552 Million
Q2 2020

Sep 10, 2024
SELL
$40.2 - $72.4 $241,320 - $434,617
-6,003 Reduced 31.19%
13,244 $944 Million
Q1 2020

Sep 10, 2024
SELL
$34.69 - $60.37 $30,665 - $53,367
-884 Reduced 4.39%
19,247 $847 Million
Q4 2019

Sep 09, 2024
BUY
$40.62 - $51.82 $817,721 - $1.04 Million
20,131 New
20,131 $1.01 Billion

Others Institutions Holding ARKK

# of Institutions
712
Shares Held
52M
Call Options Held
15.5M
Put Options Held
12.9M
View Full List

About ARK ETF TR INNOVATION ETF (DE)

ARKK Quotes by TradingView
  • Ticker ARKK
  • Sector ETFs
  • Industry ETFs
More about ARKK
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email