Summit Wealth Partners, LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025
Number of Shares
21,307
Previous 21,439 0.62%
Holding current value
$777 Million
Previous $766 Million 1.39%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 21, 2025
SELL
N/A
-132 Reduced 0.62%
21,307 $777 Million
Q2 2025

Aug 11, 2025
BUY
N/A
21,439 New
21,439 $766 Million
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