Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$24.77 - $26.7 $177,576 - $191,412	-7,169 Reduced 33.33%	14,337 $382 Million
Q2 2024 Sep 11, 2024	SELL	$23.92 - $26.07 $16,122 - $17,571	-674 Reduced 3.04%	21,506 $560 Million
Q1 2024 Sep 11, 2024	BUY	$23.19 - $24.9 $126,501 - $135,829	5,455 Added 32.62%	22,180 $551 Million
Q4 2023 Sep 11, 2024	BUY	$22.43 - $23.72 $75,633 - $79,983	3,372 Added 25.25%	16,725 $396 Million
Q3 2023 Sep 11, 2024	BUY	$22.28 - $22.85 $297,504 - $305,116	13,353 New	13,353 $302 Million

101

8.48M

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Wealth Partners, LLC with notifications on news.