Summit Wealth Partners, LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Summit Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Sep 11, 2024	SELL	$18.59 - $20.74 $102,077 - $113,883	-5,491 Reduced 35.86%	9,820 $204 Million
Q2 2022 Sep 11, 2024	BUY	$17.09 - $19.15 $22,575 - $25,297	1,321 Added 9.44%	15,311 $265 Million
Q1 2022 Sep 11, 2024	BUY	$17.82 - $20.05 $26,427 - $29,734	1,483 Added 11.86%	13,990 $266 Million
Q4 2021 Sep 10, 2024	BUY	$19.33 - $20.28 $241,760 - $253,641	12,507 New	12,507 $249 Million

1.42M

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