Summit Wealth Partners, LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Summit Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Sep 11, 2024	BUY	$21.12 - $23.85 $49,948 - $56,405	2,365 Added 18.51%	15,144 $361 Million
Q2 2023 Sep 11, 2024	SELL	$18.84 - $21.33 $28,391 - $32,144	-1,507 Reduced 10.55%	12,779 $273 Million
Q4 2022 Sep 11, 2024	SELL	$16.25 - $17.84 $8,401 - $9,223	-517 Reduced 3.49%	14,286 $238 Million
Q2 2022 Sep 11, 2024	SELL	$16.42 - $20.23 $208,698 - $257,123	-12,710 Reduced 46.2%	14,803 $250 Million
Q1 2022 Sep 11, 2024	BUY	$18.3 - $20.99 $33,123 - $37,991	1,810 Added 7.04%	27,513 $551 Million
Q4 2021 Sep 10, 2024	BUY	$19.51 - $21.0 $501,465 - $539,763	25,703 New	25,703 $537 Million

3.85M

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