Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$38.2 - $40.26 $101,421 - $106,890	-2,655 Reduced 14.32%	15,881 $639 Million
Q1 2024 Sep 11, 2024	BUY	$36.88 - $39.11 $336,566 - $356,917	9,126 Added 96.98%	18,536 $725 Million
Q4 2023 Sep 11, 2024	BUY	$33.78 - $37.24 $317,869 - $350,428	9,410 New	9,410 $350 Million
Q3 2023 Sep 11, 2024	SELL	$34.68 - $35.75 $223,651 - $230,551	-6,449 Closed	0 $0
Q1 2023 Sep 11, 2024	BUY	$31.4 - $33.34 $202,498 - $215,009	6,449 New	6,449 $214 Million

216

18M

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