Summit Wealth Partners, LLC BLACKROCK ETF TRUST II Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025
Number of Shares
237,588
Previous 188,128 26.29%
Holding current value
$12.6 Billion
Previous $9.94 Billion 27.25%
% of portfolio
2.28%
Previous 1.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
49,460 Added 26.29%
237,588 $12.6 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
114,508 Added 155.54%
188,128 $9.94 Billion
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email