Summit Wealth Partners, LLC Purchases and Sells in Q2 2024

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

Top Buys

Incresed Positions

85 operations
Stock Shares change Price Range Shares Held Trade History
42K
+ 339.2%
$84.59 - $90.63 $3.55M - $3.81M
54.4K $4.91B
INNOVATOR ETFS TRUST
71K
+ 304.9%
N/A
94.3K $4.49B
3.97K
+ 32.35%
$497.53 - $549.64 $1.98M - $2.18M
16.3K $8.9B
45.1K
+ 60.45%
$44.3 - $45.58 $2M - $2.06M
120K $5.42B
19.1K
+ 374.66%
$64.09 - $68.74 $1.22M - $1.31M
24.2K $1.59B
14.7K
+ 6.76%
$95.11 - $97.92 $1.4M - $1.44M
232K $22.6B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
122K
New
$32.62 - $34.69 $4M - $4.25M
122K $4.25B
BITWISE BITCOIN ETF TR
31.1K
New
N/A
31.1K $1.02B
FIRST TR EXCHNG TRADED FD VI
21.9K
New
N/A
21.9K $776M
10.1K
New
$54.31 - $58.29 $551K - $591K
10.1K $574M
8.32K
New
$32.03 - $37.24 $267K - $310K
8.32K $282M
5.54K
New
$42.0 - $47.28 $233K - $262K
5.54K $260M
View all

Top Sells

Reduced Positions

78 operations
Stock Shares change Price Range Shares Held Trade History
-104K
- 88.45%
$37.29 - $38.87 $3.89M - $4.06M
13.6K $530M
-56K
- 85.3%
$56.18 - $59.46 $3.15M - $3.33M
9.66K $574M
-28.2K
- 11.27%
$79.92 - $84.63 $2.26M - $2.39M
222K $18.7B
-17.4K
- 20.44%
$73.16 - $77.93 $1.28M - $1.36M
67.9K $5B
-25.4K
- 7.93%
$37.62 - $40.69 $955K - $1.03M
295K $11.5B
-44.2K
- 45.92%
$23.85 - $23.98 $1.06M - $1.06M
52.1K $1.25B
View all

Sold Out

10 operations
Stock Shares change Price Range Shares Held Trade History
FIRST TR EXCHNG TRADED FD VI
-23.8K
Closed
N/A
0 $0
-17.5K
Closed
$26.94 - $30.1 $472K - $527K
0 $0
-5.25K
Closed
$51.16 - $55.11 $269K - $289K
0 $0
-2.15K
Closed
$99.29 - $122.82 $213K - $264K
0 $0
INNOVATOR ETFS TRUST
-7.37K
Closed
N/A
0 $0
-8.3K
Closed
N/A
0 $0
View all
Activity Summary
Buys All Purchases 97 New Holdings 12 Increased Positions 85 Sells All Sells 88 Reductions 78 Sold out 10 Options Calls 0 Puts 0
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