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

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Sep 10, 2024	BUY	$25.39 - $26.45 $214,164 - $223,105	8,435 New	8,435 $220 Million

Others Institutions Holding UMAY

# of Institutions

50

Shares Held

931K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.42 Million
0.29% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$2.97 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$1.96 Million
0.48% of portfolio
Kestra Advisory Services, LLC

58.7K
Shares

$1.96 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

45K
Shares

$1.5 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
Sector ETFs
Industry ETFs

More about UMAY

Track This Portfolio

Portfolio Update

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

News

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