Summit Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Sep 11, 2024	SELL	$92.4 - $109.47 $275,352 - $326,220	-2,980 Closed	0 $0
Q2 2022 Sep 11, 2024	SELL	$108.81 - $132.38 $15,342 - $18,665	-141 Reduced 4.52%	2,980 $342 Million
Q4 2021 Sep 10, 2024	BUY	$141.52 - $154.35 $19,388 - $21,145	137 Added 4.59%	3,121 $463 Million
Q3 2020 Sep 10, 2024	BUY	$161.12 - $171.57 $4,511 - $4,803	28 Added 0.95%	2,984 $487 Million
Q4 2019 Sep 09, 2024	BUY	$134.91 - $145.99 $398,793 - $431,546	2,956 New	2,956 $400 Million

1,354

479M

148M

145M

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