Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Sep 11, 2024	SELL	$0.0 - $24.83 $0 - $317,675	-12,794 Closed	0 $0
Q3 2023 Sep 11, 2024	SELL	$24.7 - $24.83 $657,316 - $660,775	-26,612 Reduced 67.53%	12,794 $318 Million
Q2 2023 Sep 11, 2024	SELL	$24.71 - $24.81 $29,997 - $30,119	-1,214 Reduced 2.99%	39,406 $978 Million
Q1 2023 Sep 11, 2024	BUY	$24.67 - $24.81 $456,444 - $459,034	18,502 Added 83.65%	40,620 $1.01 Billion
Q4 2022 Sep 11, 2024	BUY	$24.66 - $24.75 $545,429 - $547,420	22,118 New	22,118 $546 Million

477K

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