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

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,625 shares of PSEP stock, worth $0. This represents 0.12% of its overall portfolio holdings.

Number of Shares

14,625

Previous 38,600 62.11%

Holding current value

Previous $1.49 Billion 61.57%

% of portfolio

0.12%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	N/A	-23,975 Reduced 62.11%	14,625 $572 Million
Q3 2024 Oct 28, 2024	BUY	N/A	10,000 Added 34.97%	38,600 $1.49 Billion
Q2 2024 Sep 11, 2024	SELL	N/A	-1,812 Reduced 5.96%	28,600 $1.07 Billion
Q1 2024 Sep 11, 2024	SELL	N/A	-41,573 Reduced 57.75%	30,412 $1.11 Billion
Q4 2023 Sep 11, 2024	SELL	N/A	-6,514 Reduced 8.3%	71,985 $2.5 Billion
Q3 2023 Sep 11, 2024	BUY	N/A	1,370 Added 1.78%	78,499 $2.54 Billion
Q2 2023 Sep 11, 2024	SELL	N/A	-2,105 Reduced 2.66%	77,129 $2.52 Billion
Q1 2023 Sep 11, 2024	SELL	N/A	-17,843 Reduced 18.38%	79,234 $2.43 Billion
Q4 2022 Sep 11, 2024	SELL	N/A	-201 Reduced 0.21%	97,077 $2.84 Billion
Q3 2022 Sep 11, 2024	BUY	N/A	90,022 Added 1240.66%	97,278 $2.71 Billion
Q4 2021 Sep 10, 2024	BUY	N/A	7,256 New	7,256 $221 Million
Q3 2020 Sep 10, 2024	BUY	N/A	8,217 New	8,217 $216 Million

Others Institutions Holding PSEP

# of Institutions

204

Shares Held

19.8M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

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