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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Number of Shares
89,938
Previous 97,404 7.66%
Holding current value
$2.12 Billion
Previous $2.22 Billion 4.71%
% of portfolio
0.41%
Previous 0.46%

Shares

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

Oct 28, 2024
SELL
N/A
-7,466 Reduced 7.66%
89,938 $2.12 Billion
Q2 2024

Sep 11, 2024
SELL
N/A
-9,147 Reduced 8.58%
97,404 $2.22 Billion
Q1 2024

Sep 11, 2024
BUY
N/A
106,551 New
106,551 $2.37 Billion
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