Summit Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 11, 2024	SELL	$25.67 - $27.71 $289,968 - $313,012	-11,296 Closed	0 $0
Q1 2022 Sep 11, 2024	SELL	$27.54 - $29.46 $26,355 - $28,193	-957 Reduced 7.81%	11,296 $314 Million
Q4 2021 Sep 10, 2024	SELL	$29.5 - $29.98 $54,752 - $55,642	-1,856 Reduced 13.15%	12,253 $363 Million
Q3 2021 Sep 10, 2024	SELL	$29.83 - $30.33 $24,669 - $25,082	-827 Reduced 5.54%	14,109 $421 Million
Q2 2021 Sep 10, 2024	SELL	$29.63 - $30.01 $93,275 - $94,471	-3,148 Reduced 17.41%	14,936 $448 Million
Q1 2021 Sep 10, 2024	SELL	$29.52 - $30.77 $164,131 - $171,081	-5,560 Reduced 23.52%	18,084 $536 Million
Q4 2020 Sep 10, 2024	SELL	$30.52 - $30.88 $1.17 Million - $1.19 Million	-38,430 Reduced 61.91%	23,644 $728 Million
Q3 2020 Sep 10, 2024	BUY	$30.77 - $31.23 $118,556 - $120,329	3,853 Added 6.62%	62,074 $1.91 Billion
Q2 2020 Sep 10, 2024	BUY	$30.0 - $30.86 $1.75 Million - $1.8 Million	58,221 New	58,221 $1.8 Billion

Others Institutions Holding SPAB

# of Institutions

489

Shares Held

248M

Call Options Held

300

Put Options Held

0

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