Summit Wealth Partners, LLC Ark Genomic Revolution ETF (De Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Sep 10, 2024	SELL	$58.39 - $78.64 $197,650 - $266,196	-3,385 Closed	0 $0
Q3 2021 Sep 10, 2024	SELL	$73.87 - $92.86 $59,760 - $75,123	-809 Reduced 19.29%	3,385 $253 Million
Q2 2021 Sep 10, 2024	SELL	$73.64 - $93.1 $115,614 - $146,167	-1,570 Reduced 27.24%	4,194 $388 Million
Q1 2021 Sep 10, 2024	BUY	$81.74 - $112.47 $87,543 - $120,455	1,071 Added 22.82%	5,764 $511 Million
Q4 2020 Sep 10, 2024	BUY	$63.39 - $105.53 $297,489 - $495,252	4,693 New	4,693 $438 Million

288

24.5M

3.02M

2.65M

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