Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Summit Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Sep 11, 2024	SELL	$31.94 - $33.76 $478,269 - $505,522	-14,974 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$30.45 - $32.05 $77,647 - $81,727	-2,550 Reduced 14.55%	14,974 $479 Million
Q4 2022 Sep 11, 2024	SELL	$30.0 - $30.71 $47,640 - $48,767	-1,588 Reduced 8.31%	17,524 $536 Million
Q2 2022 Sep 11, 2024	SELL	$29.59 - $32.37 $12,782 - $13,983	-432 Reduced 2.21%	19,112 $572 Million
Q1 2022 Sep 11, 2024	BUY	$31.07 - $32.96 $281,773 - $298,914	9,069 Added 86.58%	19,544 $631 Million

Q4 2021 Sep 10, 2024	BUY	$32.05 - $32.89 $335,723 - $344,522	10,475 New	10,475 $344 Million

115

3.35M

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