Summit Wealth Partners, LLC BITWISE FUNDS TRUST Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Number of Shares
6,164
Previous 10,275 40.01%
Holding current value
$256 Million
Previous $476 Million 46.14%
% of portfolio
0.05%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
N/A
-4,111 Reduced 40.01%
6,164 $256 Million
Q2 2024

Sep 11, 2024
BUY
N/A
188 Added 1.86%
10,275 $476 Million
Q1 2024

Sep 11, 2024
BUY
N/A
10,087 New
10,087 $534 Million
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