Summit Wealth Partners, LLC INNOVATOR ETFS TRUST Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025
Number of Shares
11,761
Previous 13,773 14.61%
Holding current value
$292 Million
Previous $355 Million 17.61%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
N/A
-2,012 Reduced 14.61%
11,761 $292 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-823 Reduced 5.64%
13,773 $355 Million
Q3 2024

Oct 28, 2024
BUY
N/A
14,596 New
14,596 $365 Million
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