Summit Wealth Partners, LLC Ishares New York Muni Bond ETF Transaction History

Summit Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Sep 10, 2024	SELL	$57.55 - $58.07 $57,550 - $58,070	-1,000 Reduced 21.88%	3,570 $207 Million
Q2 2020 Sep 10, 2024	SELL	$54.74 - $57.54 $21,950 - $23,073	-401 Reduced 8.07%	4,570 $263 Million
Q1 2020 Sep 10, 2024	SELL	$50.8 - $58.49 $122,732 - $141,311	-2,416 Reduced 32.71%	4,971 $281 Million
Q4 2019 Sep 09, 2024	BUY	$56.62 - $57.47 $418,251 - $424,530	7,387 New	7,387 $421 Million

157

7.6M

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