Summit Wealth Partners, LLC Ishares Inc Jp Morgan Em Local Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Sep 11, 2024	SELL	$35.67 - $37.36 $578,959 - $606,390	-16,231 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$34.65 - $36.46 $16,943 - $17,828	-489 Reduced 2.92%	16,231 $585 Million
Q4 2022 Sep 11, 2024	SELL	$32.04 - $35.14 $4,838 - $5,306	-151 Reduced 0.9%	16,720 $580 Million
Q3 2022 Sep 11, 2024	SELL	$32.26 - $35.03 $16,452 - $17,865	-510 Reduced 2.93%	16,871 $545 Million
Q2 2022 Sep 11, 2024	BUY	$33.79 - $37.01 $587,303 - $643,270	17,381 New	17,381 $594 Million

6.15M

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