Summit Wealth Partners, LLC Listed Fds Tr Trueshares Struc Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,728 shares of JULZ stock, worth $728,331. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,728
Previous 19,918 5.97%
Holding current value
$728,331
Previous $806 Million 1.72%
% of portfolio
0.15%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
N/A
-1,190 Reduced 5.97%
18,728 $792 Million
Q2 2024

Sep 11, 2024
SELL
$38.89 - $39.11 $2,916 - $2,933
-75 Reduced 0.38%
19,918 $806 Million
Q1 2024

Sep 11, 2024
SELL
$35.69 - $39.2 $27,302 - $29,988
-765 Reduced 3.69%
19,993 $784 Million
Q4 2023

Sep 11, 2024
SELL
$33.76 - $37.5 $626,383 - $695,775
-18,554 Reduced 47.2%
20,758 $751 Million
Q3 2023

Sep 11, 2024
SELL
$34.55 - $36.25 $269,973 - $283,257
-7,814 Reduced 16.58%
39,312 $1.36 Billion
Q2 2023

Sep 11, 2024
SELL
$33.07 - $35.45 $8,565 - $9,181
-259 Reduced 0.55%
47,126 $1.67 Billion
Q1 2023

Sep 11, 2024
SELL
$31.64 - $33.66 $4,967 - $5,284
-157 Reduced 0.33%
47,385 $1.58 Billion
Q3 2022

Sep 11, 2024
BUY
N/A
29,395 Added 161.98%
47,542 $1.43 Billion
Q3 2021

Sep 10, 2024
SELL
N/A
-2,192 Reduced 10.78%
18,147 $593 Million
Q2 2021

Sep 10, 2024
SELL
N/A
-345 Reduced 1.67%
20,339 $665 Million
Q1 2021

Sep 10, 2024
SELL
N/A
-171 Reduced 0.82%
20,684 $631 Million
Q4 2020

Sep 10, 2024
SELL
N/A
-2,808 Reduced 11.87%
20,855 $608 Million
Q3 2020

Sep 10, 2024
BUY
N/A
23,663 New
23,663 $631 Million

Others Institutions Holding JULZ

# of Institutions
29
Shares Held
584K
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR TRUESHARES STRUC

JULZ Quotes by TradingView
  • Ticker JULZ
  • Sector Technology
More about JULZ
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