Summit Wealth Partners, LLC Russell Micro Cap ETF Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Sep 10, 2024	SELL	$134.03 - $156.72 $23,589 - $27,582	-176 Reduced 10.26%	1,539 $215 Million
Q3 2021 Sep 10, 2024	BUY	$136.87 - $153.98 $234,732 - $264,075	1,715 New	1,715 $248 Million
Q2 2021 Sep 10, 2024	SELL	$136.95 - $157.3 $197,892 - $227,298	-1,445 Closed	0 $0
Q1 2021 Sep 10, 2024	BUY	$117.96 - $158.51 $170,452 - $229,046	1,445 New	1,445 $212 Million
Q3 2020 Sep 10, 2024	SELL	$83.76 - $96.86 $1.34 Million - $1.55 Million	-16,016 Closed	0 $0
Q2 2020 Sep 10, 2024	SELL	$60.8 - $91.7 $25,171 - $37,963	-414 Reduced 2.52%	16,016 $1.4 Billion
Q1 2020 Sep 10, 2024	BUY	$57.05 - $101.1 $124,996 - $221,510	2,191 Added 15.39%	16,430 $1.1 Billion
Q4 2019 Sep 09, 2024	BUY	$85.32 - $100.3 $1.21 Million - $1.43 Million	14,239 New	14,239 $1.42 Billion

Others Institutions Holding IWC

# of Institutions

241

Shares Held

4.09M

Call Options Held

13.6K

Put Options Held

3.3K

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

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