Summit Investment Advisory Services, LLC Capital Group Core Equity ETF Transaction History

Summit Investment Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$27.81 - $31.24 $711,602 - $799,369	-25,588 Reduced 4.29%	571,128 $17.8 Billion
Q4 2023 Jan 18, 2024	BUY	$24.27 - $28.43 $279,978 - $327,968	11,536 Added 1.97%	596,716 $16.9 Billion
Q3 2023 Oct 10, 2023	SELL	$25.04 - $26.55 $4.07 Million - $4.31 Million	-162,487 Reduced 21.73%	585,180 $14.7 Billion
Q2 2023 Jul 26, 2023	SELL	$23.59 - $25.68 $344,484 - $375,005	-14,603 Reduced 1.92%	747,667 $19.2 Billion
Q1 2023 Apr 17, 2023	BUY	$22.32 - $24.22 $16.8 Million - $18.2 Million	751,457 Added 6949.57%	762,270 $18.1 Billion
Q4 2022 Feb 02, 2023	BUY	$20.54 - $23.52 $222,099 - $254,321	10,813 New	10,813 $243 Million

248

58.8M

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