Summit Wealth Partners, LLC First Tr ETF Viii Ft Cboe Vest Transaction History

Summit Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Sep 11, 2024	SELL	$34.03 - $36.3 $308,447 - $329,023	-9,064 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$32.56 - $34.4 $27,806 - $29,377	-854 Reduced 8.61%	9,064 $311 Million
Q4 2022 Sep 11, 2024	SELL	$32.41 - $33.57 $92,530 - $95,842	-2,855 Reduced 22.35%	9,918 $324 Million
Q2 2022 Sep 11, 2024	BUY	$32.04 - $34.76 $33,834 - $36,706	1,056 Added 9.01%	12,773 $414 Million
Q1 2022 Sep 11, 2024	BUY	$33.37 - $35.43 $5,506 - $5,845	165 Added 1.43%	11,717 $406 Million
Q4 2021 Sep 10, 2024	BUY	$34.49 - $35.38 $398,428 - $408,709	11,552 New	11,552 $408 Million

3.03M

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