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

1.21M

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