Summit Wealth Group LLC / CO FT Vest U.S. Eq Buf & PrmIncETF-Dec Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025
Number of Shares
7,501
Holding current value
$228 Million
% of portfolio
0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
7,501 New
7,501 $228 Million
Track This Portfolio

Track Summit Wealth Group LLC / CO Portfolio

Follow Summit Wealth Group LLC / CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email