Summit Wealth Partners, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 10,184 shares of PMAY stock, worth $357,560. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,184

Previous 11,586 12.1%

Holding current value

$357,560

Previous $376 Million 7.66%

% of portfolio

0.07%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$32.47 - $34.15 $45,522 - $47,878	-1,402 Reduced 12.1%	10,184 $347 Million
Q1 2024 Sep 11, 2024	SELL	$31.26 - $32.48 $57,862 - $60,120	-1,851 Reduced 13.78%	11,586 $376 Million
Q4 2023 Sep 11, 2024	SELL	$28.85 - $31.49 $83,059 - $90,659	-2,879 Reduced 17.65%	13,437 $423 Million
Q3 2023 Sep 11, 2024	SELL	$29.39 - $30.19 $575,779 - $591,452	-19,591 Reduced 54.56%	16,316 $482 Million
Q2 2023 Sep 11, 2024	SELL	$28.31 - $29.85 $115,844 - $122,146	-4,092 Reduced 10.23%	35,907 $1.07 Billion
Q1 2023 Sep 11, 2024	BUY	$27.9 - $29.3 $4,687 - $4,922	168 Added 0.42%	39,999 $1.15 Billion
Q4 2022 Sep 11, 2024	SELL	$26.8 - $28.97 $79,810 - $86,272	-2,978 Reduced 6.96%	39,831 $1.12 Billion
Q3 2022 Sep 11, 2024	SELL	$26.8 - $29.49 $124,486 - $136,981	-4,645 Reduced 9.79%	42,809 $1.15 Billion
Q2 2022 Sep 11, 2024	BUY	$26.88 - $30.77 $1.28 Million - $1.46 Million	47,454 New	47,454 $1.3 Billion
Q3 2020 Sep 10, 2024	SELL	$26.62 - $27.68 $331,605 - $344,809	-12,457 Reduced 48.46%	13,250 $364 Million
Q2 2020 Sep 10, 2024	BUY	$25.32 - $26.97 $650,901 - $693,317	25,707 New	25,707 $683 Million

Others Institutions Holding PMAY

# of Institutions

182

Shares Held

13.1M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
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Summit Wealth Partners, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History