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

Summit Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$37.05 - $38.29 $242,751 - $250,876	-6,552 Closed	0 $0
Q1 2024 Sep 11, 2024	SELL	$35.88 - $37.5 $97,198 - $101,587	-2,709 Reduced 29.25%	6,552 $246 Million
Q4 2023 Sep 11, 2024	SELL	$33.24 - $36.16 $121,658 - $132,345	-3,660 Reduced 28.33%	9,261 $335 Million
Q4 2022 Sep 11, 2024	BUY	$28.48 - $30.65 $367,990 - $396,028	12,921 New	12,921 $389 Million

179

12.3M

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