Summit Wealth Partners, LLC Spdr Bloomberg Short Term High Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,343 shares of SJNK stock, worth $941,417. This represents 0.19% of its overall portfolio holdings.

Number of Shares

37,343

Previous 37,833 1.3%

Holding current value

$941,417

Previous $945 Million 1.79%

% of portfolio

0.19%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$24.8 - $25.75 $12,152 - $12,617	-490 Reduced 1.3%	37,343 $962 Million
Q2 2024 Sep 11, 2024	BUY	$24.69 - $25.06 $4,740 - $4,811	192 Added 0.51%	37,833 $945 Million
Q1 2024 Sep 11, 2024	BUY	$24.97 - $25.29 $2,072 - $2,099	83 Added 0.22%	37,641 $949 Million
Q4 2023 Sep 11, 2024	SELL	$23.92 - $25.29 $81,184 - $85,834	-3,394 Reduced 8.29%	37,558 $944 Million
Q3 2023 Sep 11, 2024	BUY	$24.38 - $24.83 $30,962 - $31,534	1,270 Added 3.2%	40,952 $1 Billion
Q2 2023 Sep 11, 2024	SELL	$24.32 - $24.74 $46,840 - $47,649	-1,926 Reduced 4.63%	39,682 $980 Million
Q1 2023 Sep 11, 2024	SELL	$24.16 - $25.15 $21,454 - $22,333	-888 Reduced 2.09%	41,608 $1.03 Billion
Q4 2022 Sep 11, 2024	BUY	$23.68 - $24.88 $1.01 Million - $1.06 Million	42,496 New	42,496 $1.03 Billion

Others Institutions Holding SJNK

# of Institutions

375

Shares Held

133M

Call Options Held

300

Put Options Held

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Summit Wealth Partners, LLC Spdr Bloomberg Short Term High Transaction History