Summit Investment Advisory Services, LLC Capital Group Divid Value ETF Transaction History

Summit Investment Advisory Services, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$34.95 - $37.36 $349,989 - $374,123	10,014 Added 1.09%	931,088 $33.2 Billion
Q4 2024 Jan 21, 2025	BUY	$35.16 - $37.12 $1.26 Million - $1.33 Million	35,778 Added 4.04%	921,074 $32.5 Billion
Q3 2024 Oct 16, 2024	BUY	$32.96 - $36.48 $29.2 Million - $32.3 Million	885,296 New	885,296 $32.3 Billion
Q1 2024 Apr 18, 2024	SELL	$29.33 - $32.58 $289,223 - $321,271	-9,861 Reduced 1.18%	825,033 $26.8 Billion
Q4 2023 Jan 18, 2024	BUY	$25.56 - $30.04 $437,842 - $514,585	17,130 Added 2.09%	834,894 $24.9 Billion
Q3 2023 Oct 10, 2023	BUY	$26.43 - $28.23 $1.02 Million - $1.09 Million	38,657 Added 4.96%	817,764 $21.6 Billion
Q2 2023 Jul 26, 2023	SELL	$24.91 - $27.04 $336,658 - $365,445	-13,515 Reduced 1.71%	779,107 $21.1 Billion
Q1 2023 Apr 17, 2023	BUY	$23.52 - $25.15 $18.4 Million - $19.6 Million	780,396 Added 6383.09%	792,622 $19.8 Billion
Q4 2022 Feb 02, 2023	BUY	$20.81 - $24.38 $254,423 - $298,069	12,226 New	12,226 $288 Million

556

353M

200

14.3K

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