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

Summit Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$35.78 - $37.99 $70,629 - $74,992	-1,974 Reduced 15.56%	10,709 $406 Million
Q1 2024 Sep 11, 2024	BUY	$35.51 - $36.81 $26,348 - $27,313	742 Added 6.21%	12,683 $467 Million
Q4 2023 Sep 11, 2024	SELL	$32.79 - $35.63 $162,343 - $176,404	-4,951 Reduced 29.31%	11,941 $425 Million
Q3 2023 Sep 11, 2024	SELL	$33.4 - $34.26 $231,261 - $237,216	-6,924 Reduced 29.07%	16,892 $566 Million
Q2 2023 Sep 11, 2024	SELL	$32.0 - $33.77 $27,392 - $28,907	-856 Reduced 3.47%	23,816 $804 Million
Q1 2023 Sep 11, 2024	BUY	$30.64 - $32.17 $755,950 - $793,698	24,672 New	24,672 $794 Million

183

11.5M

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