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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Number of Shares
44,460
Previous 42,244 5.25%
Holding current value
$1.54 Billion
Previous $1.43 Billion 7.65%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Oct 28, 2024
BUY
N/A
2,216 Added 5.25%
44,460 $1.54 Billion
Q2 2024

Sep 11, 2024
SELL
N/A
-3,523 Reduced 7.7%
42,244 $1.43 Billion
Q1 2024

Sep 11, 2024
SELL
N/A
-10,669 Reduced 18.9%
45,767 $1.51 Billion
Q4 2023

Sep 11, 2024
BUY
N/A
56,436 New
56,436 $1.78 Billion
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