Summit Wealth Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,314 shares of FSEP stock, worth $326,496. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,314
Previous 8,714 16.07%
Holding current value
$326,496
Previous $370 Million 13.57%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
SELL
$41.45 - $43.76 $58,030 - $61,264
-1,400 Reduced 16.07%
7,314 $320 Million
Q1 2024

Sep 11, 2024
SELL
$39.77 - $42.49 $44,621 - $47,673
-1,122 Reduced 11.41%
8,714 $370 Million
Q1 2023

Sep 11, 2024
SELL
$33.22 - $35.75 $161,582 - $173,888
-4,864 Reduced 33.09%
9,836 $348 Million
Q4 2021

Sep 10, 2024
BUY
$33.85 - $36.07 $294,968 - $314,313
8,714 Added 145.57%
14,700 $529 Million
Q3 2021

Sep 10, 2024
BUY
$33.93 - $34.68 $203,104 - $207,594
5,986 New
5,986 $203 Million

Others Institutions Holding FSEP

# of Institutions
95
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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