Summit Wealth Group, LLC 2023 ETF SERIES TRUST Transaction History

Summit Wealth Group, LLC

  • $147 Million
  • Q1 2024
Number of Shares
406,381
Holding current value
$10.3 Million
% of portfolio
6.98%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
N/A
406,381 New
406,381 $10.3 Million
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC 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, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email