Summit Wealth Partners, LLC Ishares Gnma Bond ETF Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Sep 11, 2024	SELL	$43.47 - $44.88 $220,392 - $227,541	-5,070 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$43.03 - $45.24 $228,188 - $239,907	-5,303 Reduced 51.12%	5,070 $225 Million
Q4 2022 Sep 11, 2024	SELL	$41.72 - $44.71 $33,793 - $36,215	-810 Reduced 7.24%	10,373 $451 Million
Q3 2022 Sep 11, 2024	SELL	$42.35 - $47.07 $31,381 - $34,878	-741 Reduced 6.21%	11,183 $481 Million
Q2 2022 Sep 11, 2024	BUY	$44.3 - $47.49 $528,233 - $566,270	11,924 New	11,924 $543 Million

122

5.72M

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Wealth Partners, LLC with notifications on news.