Summit Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 11, 2024	SELL	$130.25 - $170.4 $216,215 - $282,864	-1,660 Closed	0 $0
Q1 2022 Sep 11, 2024	BUY	$150.07 - $182.21 $600 - $728	4 Added 0.24%	1,660 $279 Million
Q4 2021 Sep 10, 2024	SELL	$173.56 - $193.75 $12,843 - $14,337	-74 Reduced 4.28%	1,656 $301 Million
Q3 2021 Sep 10, 2024	BUY	$167.02 - $183.38 $5,845 - $6,418	35 Added 2.06%	1,730 $304 Million
Q2 2021 Sep 10, 2024	SELL	$159.69 - $175.61 $68,986 - $75,863	-432 Reduced 20.31%	1,695 $294 Million
Q1 2021 Sep 10, 2024	SELL	$150.0 - $178.04 $83,700 - $99,346	-558 Reduced 20.78%	2,127 $342 Million
Q4 2020 Sep 10, 2024	SELL	$141.23 - $162.85 $445,015 - $513,140	-3,151 Reduced 53.99%	2,685 $433 Million
Q3 2020 Sep 10, 2024	BUY	$132.78 - $156.38 $111,004 - $130,733	836 Added 16.72%	5,836 $860 Million
Q2 2020 Sep 10, 2024	BUY	$101.08 - $131.0 $505,400 - $655,000	5,000 New	5,000 $655 Million

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

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