Summit Wealth Partners, LLC Listed Fds Tr Trueshares Struc Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	SELL	N/A	-1,190 Reduced 5.97%	18,728 $792 Million
Q2 2024 Sep 11, 2024	SELL	$38.89 - $39.11 $2,916 - $2,933	-75 Reduced 0.38%	19,918 $806 Million
Q1 2024 Sep 11, 2024	SELL	$35.69 - $39.2 $27,302 - $29,988	-765 Reduced 3.69%	19,993 $784 Million
Q4 2023 Sep 11, 2024	SELL	$33.76 - $37.5 $626,383 - $695,775	-18,554 Reduced 47.2%	20,758 $751 Million
Q3 2023 Sep 11, 2024	SELL	$34.55 - $36.25 $269,973 - $283,257	-7,814 Reduced 16.58%	39,312 $1.36 Billion

Q2 2023 Sep 11, 2024	SELL	$33.07 - $35.45 $8,565 - $9,181	-259 Reduced 0.55%	47,126 $1.67 Billion
Q1 2023 Sep 11, 2024	SELL	$31.64 - $33.66 $4,967 - $5,284	-157 Reduced 0.33%	47,385 $1.58 Billion
Q3 2022 Sep 11, 2024	BUY	N/A	29,395 Added 161.98%	47,542 $1.43 Billion
Q3 2021 Sep 10, 2024	SELL	N/A	-2,192 Reduced 10.78%	18,147 $593 Million
Q2 2021 Sep 10, 2024	SELL	N/A	-345 Reduced 1.67%	20,339 $665 Million
Q1 2021 Sep 10, 2024	SELL	N/A	-171 Reduced 0.82%	20,684 $631 Million
Q4 2020 Sep 10, 2024	SELL	N/A	-2,808 Reduced 11.87%	20,855 $608 Million
Q3 2020 Sep 10, 2024	BUY	N/A	23,663 New	23,663 $631 Million

Others Institutions Holding JULZ

# of Institutions

3

Shares Held

9.07K

Call Options Held

0

Put Options Held

0

About LISTED FDS TR TRUESHARES STRUC

Ticker JULZ
Sector Technology

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