Summit Wealth Partners, LLC LISTED FD TR Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Sep 11, 2024
SELL
N/A
-10,177 Closed
0 $0
Q1 2023

Sep 11, 2024
SELL
N/A
-7,718 Reduced 43.13%
10,177 $313 Million
Q4 2022

Sep 11, 2024
SELL
N/A
-377 Reduced 2.06%
17,895 $525 Million
Q3 2022

Sep 11, 2024
BUY
N/A
18,272 New
18,272 $511 Million
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