Summit Wealth Group, LLC Ishares Tr Dow Jones Us Medica Transaction History

Summit Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$50.46 - $56.06 $19.4 Million - $21.6 Million	384,469 New	384,469 $7,000
Q4 2021 Feb 14, 2022	SELL	$61.58 - $66.32 $3.55 Million - $3.83 Million	-57,691 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $3.49 Million - $3.87 Million	57,691 New	57,691 $3.62 Million
Q1 2021 May 11, 2021	SELL	$52.97 - $58.45 $402,201 - $443,810	-7,593 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$49.24 - $54.55 $373,879 - $414,198	7,593 New	7,593 $2.49 Million

633

41.1M

795K

375K

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

Stay updated on Summit Wealth Group, LLC with notifications on news.