Summit Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,524 shares of AOA stock, worth $1.23 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

15,524

Previous 14,338 8.27%

Holding current value

$1.23 Million

Previous $1.07 Billion 14.25%

% of portfolio

0.24%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$72.11 - $79.05 $85,522 - $93,753	1,186 Added 8.27%	15,524 $1.22 Billion
Q2 2024 Sep 11, 2024	BUY	$70.02 - $75.08 $58,956 - $63,217	842 Added 6.24%	14,338 $1.07 Billion
Q1 2024 Sep 11, 2024	BUY	$67.75 - $73.5 $7,046 - $7,644	104 Added 0.78%	13,496 $991 Million
Q4 2023 Sep 11, 2024	BUY	$60.96 - $69.28 $4,511 - $5,126	74 Added 0.56%	13,392 $925 Million
Q3 2023 Sep 11, 2024	SELL	$63.24 - $67.72 $26,750 - $28,645	-423 Reduced 3.08%	13,318 $846 Million
Q2 2023 Sep 11, 2024	BUY	$63.04 - $66.51 $22,190 - $23,411	352 Added 2.63%	13,741 $912 Million
Q1 2023 Sep 11, 2024	BUY	$59.87 - $64.81 $34,544 - $37,395	577 Added 4.5%	13,389 $851 Million
Q4 2022 Sep 11, 2024	BUY	$55.07 - $62.69 $36,236 - $41,250	658 Added 5.41%	12,812 $765 Million
Q3 2022 Sep 11, 2024	BUY	$55.45 - $64.54 $52,400 - $60,990	945 Added 8.43%	12,154 $674 Million
Q2 2022 Sep 11, 2024	BUY	$58.69 - $69.52 $42,432 - $50,262	723 Added 6.89%	11,209 $671 Million
Q1 2022 Sep 11, 2024	BUY	$65.0 - $73.15 $12,155 - $13,679	187 Added 1.82%	10,486 $723 Million
Q4 2021 Sep 10, 2024	BUY	$69.49 - $73.61 $44,056 - $46,668	634 Added 6.56%	10,299 $750 Million
Q3 2021 Sep 10, 2024	BUY	$69.28 - $72.77 $64,915 - $68,185	937 Added 10.74%	9,665 $675 Million
Q2 2021 Sep 10, 2024	BUY	$67.52 - $70.92 $15,529 - $16,311	230 Added 2.71%	8,728 $617 Million
Q1 2021 Sep 10, 2024	BUY	$63.86 - $67.38 $86,211 - $90,963	1,350 Added 18.89%	8,498 $569 Million
Q4 2020 Sep 10, 2024	BUY	$56.73 - $64.27 $167,013 - $189,210	2,944 Added 70.03%	7,148 $459 Million
Q3 2020 Sep 10, 2024	BUY	$55.0 - $60.45 $12,980 - $14,266	236 Added 5.95%	4,204 $244 Million
Q2 2020 Sep 10, 2024	BUY	$46.01 - $56.68 $182,567 - $224,906	3,968 New	3,968 $218 Million

Others Institutions Holding AOA

# of Institutions

340

Shares Held

8.22M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Summit Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History