Summit Wealth Group, LLC 2023 ETF SERIES TRUST Transaction History

Summit Wealth Group, LLC

  • $389 Million
  • Q2 2025
Number of Shares
365,972
Previous 365,972 -0.0%
Holding current value
$11 Million
Previous $10.3 Million 7.75%
% of portfolio
2.84%
Previous 3.0%

Shares

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

May 02, 2025
BUY
N/A
1 Added 0.0%
365,972 $10.3 Million
Q4 2024

Feb 04, 2025
SELL
N/A
-40,720 Reduced 10.01%
365,971 $10.2 Million
Q3 2024

Nov 08, 2024
BUY
N/A
290 Added 0.07%
406,691 $11.1 Million
Q2 2024

Jul 31, 2024
BUY
N/A
20 Added 0.0%
406,401 $10.8 Million
Q1 2024

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