Summit Wealth Partners, LLC First Tr Enhanced Traded Fd Iv Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 40,536 shares of FTSM stock, worth $2.43 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

40,536

Previous 27,262 48.69%

Holding current value

$2.43 Million

Previous $1.62 Billion 49.36%

% of portfolio

0.47%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$59.61 - $60.15 $791,263 - $798,431	13,274 Added 48.69%	40,536 $2.43 Billion
Q2 2024 Sep 11, 2024	SELL	$59.55 - $59.81 $203,839 - $204,729	-3,423 Reduced 11.16%	27,262 $1.62 Billion
Q1 2024 Sep 11, 2024	BUY	$59.62 - $59.91 $254,756 - $255,995	4,273 Added 16.18%	30,685 $1.83 Billion
Q4 2023 Sep 11, 2024	BUY	$59.43 - $59.85 $723,263 - $728,374	12,170 Added 85.45%	26,412 $1.58 Billion
Q3 2023 Sep 11, 2024	SELL	$59.42 - $59.69 $235,600 - $236,670	-3,965 Reduced 21.78%	14,242 $846 Million
Q2 2023 Sep 11, 2024	BUY	$59.41 - $59.73 $1.08 Million - $1.09 Million	18,207 New	18,207 $1.08 Billion

Others Institutions Holding FTSM

# of Institutions

423

Shares Held

82.3M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Summit Wealth Partners, LLC First Tr Enhanced Traded Fd Iv Transaction History