A detailed history of Iht Wealth Management, LLC transactions in Sunoco LP stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,382 shares of SUN stock, worth $498,747. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,382
Previous 9,030 3.9%
Holding current value
$498,747
Previous $544,000 2.57%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$49.73 - $60.13 $17,504 - $21,165
352 Added 3.9%
9,382 $530,000
Q1 2024

May 15, 2024

BUY
$54.85 - $64.19 $10,421 - $12,196
190 Added 2.15%
9,030 $544,000
Q4 2023

Feb 14, 2024

SELL
$47.03 - $62.45 $423 - $562
-9 Reduced 0.1%
8,840 $529,000
Q3 2023

Nov 14, 2023

BUY
$43.31 - $51.22 $15,201 - $17,978
351 Added 4.13%
8,849 $433,000
Q2 2023

Aug 14, 2023

SELL
$42.7 - $46.03 $3,202 - $3,452
-75 Reduced 0.87%
8,498 $370,000
Q1 2023

May 15, 2023

BUY
$41.44 - $48.09 $355,265 - $412,275
8,573 New
8,573 $376,000
Q2 2018

Aug 13, 2018

SELL
$24.68 - $28.37 $45,559 - $52,371
-1,846 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$30.26 - $32.32 $55,859 - $59,662
1,846
1,846 $59,000

Others Institutions Holding SUN

About Sunoco LP


  • Ticker SUN
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 83,763,296
  • Market Cap $4.45B
  • Description
  • Sunoco LP, together with its subsidiaries, distributes and retails motor fuels in the United States. It operates in two segments, Fuel Distribution and Marketing, and All Other. The Fuel Distribution and Marketing segment purchases motor fuel from independent refiners and oil companies and supplies it to independently operated dealer stations, d...
More about SUN
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