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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Number of Shares
21,544
Previous 21,909 1.67%
Holding current value
$791 Million
Previous $776 Million 1.88%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 28, 2024
SELL
N/A
-365 Reduced 1.67%
21,544 $791 Million
Q2 2024

Sep 11, 2024
BUY
N/A
21,909 New
21,909 $776 Million
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