Summit Wealth Partners, LLC Spdr Portfolio Short Term Trea Transaction History

Summit Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Sep 10, 2024	BUY	$30.42 - $30.64 $16,731 - $16,852	550 Added 6.73%	8,727 $266 Million
Q3 2021 Sep 10, 2024	BUY	$30.62 - $30.7 $91 - $92	3 Added 0.04%	8,177 $250 Million
Q2 2021 Sep 10, 2024	SELL	$30.62 - $30.7 $26,302 - $26,371	-859 Reduced 9.51%	8,174 $250 Million
Q1 2021 Sep 10, 2024	BUY	$30.64 - $30.7 $34,378 - $34,445	1,122 Added 14.18%	9,033 $277 Million
Q4 2020 Sep 10, 2024	BUY	$30.65 - $30.71 $245 - $245	8 Added 0.1%	7,911 $243 Million
Q3 2020 Sep 10, 2024	BUY	$30.69 - $30.73 $242,543 - $242,859	7,903 New	7,903 $243 Million

403

176M

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

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