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

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 28,600 shares of PSEP stock, worth $0. This represents 0.22% of its overall portfolio holdings.

Number of Shares

28,600

Previous 30,412 5.96%

Holding current value

Previous $1.11 Billion 3.46%

% of portfolio

0.22%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	N/A	-1,812 Reduced 5.96%	28,600 $1.07 Billion
Q1 2024 Sep 11, 2024	SELL	N/A	-41,573 Reduced 57.75%	30,412 $1.11 Billion
Q4 2023 Sep 11, 2024	SELL	N/A	-6,514 Reduced 8.3%	71,985 $2.5 Billion
Q3 2023 Sep 11, 2024	BUY	N/A	1,370 Added 1.78%	78,499 $2.54 Billion
Q2 2023 Sep 11, 2024	SELL	N/A	-2,105 Reduced 2.66%	77,129 $2.52 Billion
Q1 2023 Sep 11, 2024	SELL	N/A	-17,843 Reduced 18.38%	79,234 $2.43 Billion
Q4 2022 Sep 11, 2024	SELL	N/A	-201 Reduced 0.21%	97,077 $2.84 Billion
Q3 2022 Sep 11, 2024	BUY	N/A	90,022 Added 1240.66%	97,278 $2.71 Billion
Q4 2021 Sep 10, 2024	BUY	N/A	7,256 New	7,256 $221 Million
Q3 2020 Sep 10, 2024	BUY	N/A	8,217 New	8,217 $216 Million

Others Institutions Holding PSEP

# of Institutions

173

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

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