Summit Wealth Partners, LLC PACER FDS TR Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025
Number of Shares
19,811
Previous 11,711 69.17%
Holding current value
$719 Million
Previous $411 Million 74.9%
% of portfolio
0.13%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
8,100 Added 69.17%
19,811 $719 Million
Q2 2025

Aug 11, 2025
BUY
N/A
11,711 New
11,711 $411 Million
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