Summit Wealth Partners, LLC Purchases and Sells in Q3 2024

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	19.3K + 35.52%	$86.27 - $95.15 $1.67M - $1.84M	73.7K $7.02B
IUSB	26K + 21.73%	$44.83 - $47.42 $1.17M - $1.23M	146K $6.87B
FPEI	68.1K + 61.57%	$18.36 - $19.08 $1.25M - $1.3M	179K $3.41B
ITOT	7.52K + 14.68%	$113.41 - $125.62 $853K - $945K	58.7K $7.38B
IVV	1.26K + 7.76%	$520.18 - $576.82 $656K - $728K	17.5K $10.1B
AGG	749 + 0.32%	$96.25 - $101.98 $72.1K - $76.4K	233K $23.6B

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
POCT	11.4K New	$37.79 - $38.95 $432K - $445K	11.4K $445M
IOCT	14.1K New	N/A	14.1K $434M
FIRST TR EXCHNG TRADED FD VI	11.9K New	N/A	11.9K $428M
BOCT	9.64K New	$40.71 - $42.45 $392K - $409K	9.64K $409M
NFLX	536 New	$598.55 - $722.26 $321K - $387K	536 $380M
NOCT	7.44K New	$47.88 - $49.91 $356K - $371K	7.44K $371M

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INNOVATOR ETFS TRUST	-14.2K - 15.1%	N/A	80K $3.89B
MSFT	-484 - 7.5%	$395.15 - $467.56 $191K - $226K	5.97K $2.57B
PAPR	-12.5K - 10.24%	$33.61 - $35.94 $421K - $451K	110K $3.95B
HYG	-3.78K - 19.11%	$76.72 - $80.36 $290K - $304K	16K $1.28B
BITWISE FUNDS TRUST	-4.11K - 40.01%	N/A	6.16K $256M
QDEC	-7.17K - 33.33%	$24.77 - $26.7 $178K - $191K	14.3K $382M

Activity Summary All Purchases 122 New Holdings 24 Increased Positions 98 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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