Summit Wealth Partners, LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Summit Wealth Partners, LLC

  • $524 Billion
  • Q2 2025
Number of Shares
21,439
Holding current value
$766 Million
% of portfolio
0.15%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
21,439 New
21,439 $766 Million
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