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

Summit Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Sep 11, 2024	SELL	$23.79 - $24.48 $410,282 - $422,182	-17,246 Closed	0 $0
Q1 2023 Sep 11, 2024	BUY	$18.66 - $22.18 $28,680 - $34,090	1,537 Added 9.78%	17,246 $383 Million
Q4 2022 Sep 11, 2024	SELL	$18.39 - $20.3 $8,441 - $9,317	-459 Reduced 2.84%	15,709 $297 Million
Q2 2022 Sep 11, 2024	BUY	$18.75 - $22.82 $303,150 - $368,953	16,168 New	16,168 $311 Million

6.49M

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