Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Summit Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Sep 11, 2024	SELL	$33.91 - $38.24 $78,399 - $88,410	-2,312 Reduced 23.99%	7,327 $280 Million
Q3 2023 Sep 11, 2024	SELL	$34.88 - $36.48 $60,481 - $63,256	-1,734 Reduced 15.25%	9,639 $337 Million
Q1 2023 Sep 11, 2024	BUY	$30.89 - $33.56 $90,384 - $98,196	2,926 Added 34.64%	11,373 $382 Million
Q2 2022 Sep 11, 2024	BUY	$29.18 - $34.17 $246,483 - $288,633	8,447 New	8,447 $253 Million

103

4.27M

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