Summit Investment Advisory Services, LLC FRANKLIN TEMPLETON ETF TR Transaction History

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025
Number of Shares
884,643
Previous 85,389 936.02%
Holding current value
$23.6 Billion
Previous $2.23 Billion 957.05%
% of portfolio
11.55%
Previous 1.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
N/A
799,254 Added 936.02%
884,643 $23.6 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
10,447 Added 13.94%
85,389 $2.23 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
74,942 New
74,942 $2.04 Billion
Q1 2024

Apr 18, 2024
SELL
N/A
-19,866 Reduced 24.62%
60,829 $1.59 Billion
Q4 2023

Jan 18, 2024
BUY
N/A
80,695 New
80,695 $2.07 Billion
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