Summit Wealth Partners, LLC BLACKROCK ETF TRUST II Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025
Number of Shares
73,620
Previous 11,974 514.83%
Holding current value
$3.86 Billion
Previous $623 Million 519.09%
% of portfolio
0.78%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
61,646 Added 514.83%
73,620 $3.86 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
11,974 New
11,974 $623 Million
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