Summit Wealth Partners, LLC Hartford Multifactor Developed Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Sep 10, 2024
SELL
$25.02 - $28.69 $462,744 - $530,621
-18,495 Reduced 68.43%
8,534 $242 Million
Q3 2020

Sep 10, 2024
BUY
$24.62 - $26.61 $43,478 - $46,993
1,766 Added 6.99%
27,029 $700 Million
Q2 2020

Sep 10, 2024
BUY
$20.95 - $26.59 $529,259 - $671,743
25,263 New
25,263 $622 Million

Others Institutions Holding RODM

# of Institutions
112
Shares Held
33.3M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD MULTIFACTOR DEVELOPED

RODM Quotes by TradingView
  • Ticker RODM
  • Sector ETFs
  • Industry ETFs
More about RODM
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email