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

Summit Investment Advisory Services, LLC

  • $169 Billion
  • Q1 2024
Number of Shares
60,829
Previous 80,695 24.62%
Holding current value
$1.59 Billion
Previous $2.07 Billion 23.5%
% of portfolio
0.94%
Previous 1.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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