Summit Wealth Partners, LLC ISHARES GOLD TR Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Sep 10, 2024
SELL
N/A
-10,963 Closed
0 $0
Q1 2021

Sep 10, 2024
BUY
N/A
51 Added 0.47%
10,963 $178 Million
Q4 2020

Sep 10, 2024
BUY
N/A
60 Added 0.55%
10,912 $198 Million
Q3 2020

Sep 10, 2024
BUY
N/A
70 Added 0.65%
10,852 $195 Million
Q2 2020

Sep 10, 2024
SELL
N/A
-108 Reduced 0.99%
10,782 $183 Million
Q4 2019

Sep 09, 2024
BUY
N/A
10,890 New
10,890 $158 Million
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email