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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024
Number of Shares
10,723
Previous 11,881 9.75%
Holding current value
$393 Million
Previous $428 Million 8.16%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-1,158 Reduced 9.75%
10,723 $393 Million
Q3 2024

Oct 28, 2024
BUY
N/A
11,881 New
11,881 $428 Million
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