Summit Financial, LLC Invesco ETF Tr Ii S&P Global W Transaction History

Summit Financial, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$52.16 - $56.68 $754,129 - $819,479	14,458 Added 273.67%	19,741 $1.1 Million
Q4 2024 Feb 12, 2025	BUY	$54.2 - $60.92 $71,381 - $80,231	1,317 Added 33.21%	5,283 $286,000
Q3 2024 Nov 12, 2024	SELL	$54.75 - $61.2 $2,682 - $2,998	-49 Reduced 1.22%	3,966 $242,000
Q2 2024 Jul 31, 2024	BUY	$53.34 - $59.71 $15,201 - $17,017	285 Added 7.64%	4,015 $221,000
Q1 2024 Apr 24, 2024	BUY	$50.57 - $55.62 $188,626 - $207,462	3,730 New	3,730 $207,000

224

6.52M

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