Summit Wealth Partners, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Number of Shares
25,543
Previous 23,087 10.64%
Holding current value
$597 Million
Previous $502 Million 18.85%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 28, 2024
BUY
N/A
2,456 Added 10.64%
25,543 $597 Million
Q2 2024

Sep 11, 2024
SELL
N/A
-1,100 Reduced 4.55%
23,087 $502 Million
Q1 2024

Sep 11, 2024
SELL
N/A
-500 Reduced 2.03%
24,187 $530 Million
Q4 2023

Sep 11, 2024
BUY
N/A
24,687 New
24,687 $524 Million
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