Summit Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024
Number of Shares
7,842
Previous 7,006 11.93%
Holding current value
$479 Million
Previous $410 Million 16.86%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 28, 2024
BUY
N/A
836 Added 11.93%
7,842 $479 Million
Q2 2024

Sep 11, 2024
BUY
N/A
432 Added 6.57%
7,006 $410 Million
Q1 2024

Sep 11, 2024
BUY
N/A
623 Added 10.47%
6,574 $368 Million
Q4 2023

Sep 11, 2024
BUY
N/A
5,951 New
5,951 $315 Million
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