Summit Wealth Partners, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Sep 10, 2024	BUY	$47.79 - $52.28 $192,211 - $210,270	4,022 New	4,022 $210 Million
Q3 2020 Sep 10, 2024	SELL	$32.11 - $36.44 $2.14 Million - $2.42 Million	-66,503 Closed	0 $0
Q2 2020 Sep 10, 2024	SELL	$29.54 - $36.83 $259,006 - $322,925	-8,768 Reduced 11.65%	66,503 $2.25 Billion
Q1 2020 Sep 10, 2024	SELL	$28.19 - $51.45 $291,625 - $532,250	-10,345 Reduced 12.08%	75,271 $2.49 Billion
Q4 2019 Sep 09, 2024	BUY	$47.97 - $51.5 $4.11 Million - $4.41 Million	85,616 New	85,616 $4.36 Billion

133

3.5M

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