Summit Wealth Partners, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Sep 11, 2024	SELL	$20.27 - $21.54 $362,143 - $384,833	-17,866 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$19.66 - $20.48 $83,240 - $86,712	-4,234 Reduced 19.16%	17,866 $365 Million
Q4 2022 Sep 11, 2024	SELL	$19.09 - $20.15 $88,233 - $93,133	-4,622 Reduced 17.3%	22,100 $435 Million
Q3 2022 Sep 11, 2024	SELL	$19.11 - $20.52 $5,924 - $6,361	-310 Reduced 1.15%	26,722 $511 Million
Q2 2022 Sep 11, 2024	BUY	$19.31 - $21.33 $198,641 - $219,421	10,287 Added 61.43%	27,032 $528 Million
Q1 2022 Sep 11, 2024	BUY	$20.4 - $21.39 $150,103 - $157,387	7,358 Added 78.39%	16,745 $355 Million
Q4 2021 Sep 10, 2024	BUY	$20.75 - $21.34 $194,780 - $200,318	9,387 New	9,387 $200 Million

Others Institutions Holding BUFD

# of Institutions

144

Shares Held

32.7M

Call Options Held

0

Put Options Held

0

About FIRST TR EXC-TRD FD VIII FT CB

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