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

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Sep 11, 2024	SELL	$24.84 - $26.07 $445,927 - $468,008	-17,952 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$24.75 - $25.12 $185,897 - $188,676	-7,511 Reduced 29.5%	17,952 $448 Million
Q4 2022 Sep 11, 2024	SELL	$24.29 - $25.17 $29,779 - $30,858	-1,226 Reduced 4.59%	25,463 $632 Million
Q3 2022 Sep 11, 2024	BUY	$24.26 - $25.89 $22,804 - $24,336	940 Added 3.65%	26,689 $647 Million
Q2 2022 Sep 11, 2024	BUY	$24.21 - $26.56 $623,383 - $683,893	25,749 New	25,749 $632 Million

3.39M

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