Summit Wealth Partners, LLC Ishares Tr Esg Advanced High Y Transaction History

Summit Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Sep 10, 2024	BUY	$50.81 - $52.25 $1,067 - $1,097	21 Added 0.47%	4,510 $233 Million
Q2 2021 Sep 10, 2024	SELL	$51.75 - $52.57 $30,946 - $31,436	-598 Reduced 11.76%	4,489 $236 Million
Q2 2020 Sep 10, 2024	SELL	$45.34 - $51.04 $2,811 - $3,164	-62 Reduced 1.2%	5,087 $252 Million
Q1 2020 Sep 10, 2024	BUY	$42.78 - $52.87 $220,274 - $272,227	5,149 New	5,149 $248 Million

1.24M

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.