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
Q2 2023 Sep 11, 2024	SELL	$27.18 - $28.59 $829,288 - $872,309	-30,511 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$26.65 - $27.98 $239,663 - $251,624	-8,993 Reduced 22.76%	30,511 $841 Million
Q4 2022 Sep 11, 2024	SELL	$25.99 - $27.64 $43,741 - $46,518	-1,683 Reduced 4.09%	39,504 $1.06 Billion
Q3 2022 Sep 11, 2024	BUY	$26.03 - $28.11 $39,643 - $42,811	1,523 Added 3.84%	41,187 $1.07 Billion
Q2 2022 Sep 11, 2024	BUY	$26.24 - $29.5 $1.04 Million - $1.17 Million	39,664 New	39,664 $1.05 Billion

2.08M

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Wealth Partners, LLC with notifications on news.