Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$34.72 - $36.88 $65,898 - $69,998
-1,898 Reduced 4.3%
42,262 $1.56 Billion
Q2 2024

Sep 11, 2024
BUY
$34.41 - $35.64 $51,718 - $53,566
1,503 Added 3.52%
44,160 $1.57 Billion
Q1 2024

Sep 11, 2024
SELL
$33.16 - $34.52 $279,240 - $290,692
-8,421 Reduced 16.49%
42,657 $1.47 Billion
Q4 2023

Sep 11, 2024
SELL
$30.66 - $33.38 $595,171 - $647,972
-19,412 Reduced 27.54%
51,078 $1.7 Billion
Q3 2023

Sep 11, 2024
SELL
$31.24 - $32.1 $393,311 - $404,139
-12,590 Reduced 15.15%
70,490 $2.21 Billion
Q2 2023

Sep 11, 2024
SELL
$30.43 - $31.67 $77,292 - $80,441
-2,540 Reduced 2.97%
83,080 $2.63 Billion
Q1 2023

Sep 11, 2024
SELL
$29.62 - $31.13 $240,751 - $253,024
-8,128 Reduced 8.67%
85,620 $2.63 Billion
Q4 2022

Sep 11, 2024
SELL
$28.33 - $30.68 $16,884 - $18,285
-596 Reduced 0.63%
93,748 $2.79 Billion
Q3 2022

Sep 11, 2024
SELL
$28.37 - $31.17 $2.8 Million - $3.08 Million
-98,739 Reduced 51.14%
94,344 $2.68 Billion
Q2 2022

Sep 11, 2024
BUY
$28.46 - $32.32 $5.5 Million - $6.24 Million
193,083 New
193,083 $5.61 Billion

Others Institutions Holding PJUN

# of Institutions
170
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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