Summit Wealth Group, LLC 2023 ETF SERIES TRUST Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024
Number of Shares
365,971
Previous 406,691 10.01%
Holding current value
$10.2 Million
Previous $11.1 Million 8.4%
% of portfolio
2.95%
Previous 3.21%

Shares

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