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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

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
31
Shares Held
573K
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR TRUESHARES STRUC

JULZ Quotes by TradingView
  • Ticker JULZ
  • Sector Technology
More about JULZ
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