Summit Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024
Number of Shares
11,302
Previous 7,842 44.12%
Holding current value
$701 Million
Previous $479 Million 46.24%
% of portfolio
0.14%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
N/A
3,460 Added 44.12%
11,302 $701 Million
Q3 2024

Oct 28, 2024
BUY
N/A
836 Added 11.93%
7,842 $479 Million
Q2 2024

Sep 11, 2024
BUY
N/A
432 Added 6.57%
7,006 $410 Million
Q1 2024

Sep 11, 2024
BUY
N/A
623 Added 10.47%
6,574 $368 Million
Q4 2023

Sep 11, 2024
BUY
N/A
5,951 New
5,951 $315 Million
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