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

223

Shares Held

4.12M

Call Options Held

5.4K

Put Options Held

2.3K

About RUSSELL MICRO CAP ETF

Ticker IWC
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