Summit Wealth & Retirement Planning, Inc. Invesco ETF Tr Ii Natl Amt Fre Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$22.96 - $24.09 $1.2 Million - $1.26 Million	52,458 New	52,458 $1.24 Million
Q3 2022 Nov 10, 2022	SELL	$22.08 - $24.28 $964,962 - $1.06 Million	-43,703 Reduced 40.37%	64,543 $1.43 Million
Q2 2022 Aug 02, 2022	SELL	$22.84 - $24.92 $107,051 - $116,800	-4,687 Reduced 4.15%	108,246 $2.54 Million
Q1 2022 May 12, 2022	BUY	$24.8 - $27.06 $5,431 - $5,926	219 Added 0.19%	112,933 $2.82 Million
Q4 2021 Feb 03, 2022	SELL	$26.7 - $27.14 $740,577 - $752,782	-27,737 Reduced 19.75%	112,714 $3.06 Million
Q3 2021 Nov 12, 2021	SELL	$26.86 - $27.5 $393,901 - $403,287	-14,665 Reduced 9.45%	140,451 $3.77 Million
Q2 2021 Aug 13, 2021	SELL	$26.8 - $27.43 $714,032 - $730,817	-26,643 Reduced 14.66%	155,116 $4.23 Million
Q1 2021 May 10, 2021	SELL	$26.56 - $27.38 $115,429 - $118,993	-4,346 Reduced 2.34%	181,759 $4.86 Million
Q4 2020 Feb 09, 2021	BUY	$26.3 - $27.16 $1.64 Million - $1.7 Million	62,519 Added 50.59%	186,105 $5.05 Million
Q3 2020 Nov 10, 2020	BUY	$26.54 - $27.18 $318,692 - $326,377	12,008 Added 10.76%	123,586 $3.29 Million
Q2 2020 Aug 13, 2020	SELL	$24.84 - $26.61 $137,141 - $146,913	-5,521 Reduced 4.71%	111,578 $2.96 Million
Q1 2020 May 11, 2020	SELL	$21.55 - $27.52 $218,926 - $279,575	-10,159 Reduced 7.98%	117,099 $3.02 Million
Q4 2019 Feb 10, 2020	BUY	$26.26 - $26.74 $27,573 - $28,077	1,050 Added 0.83%	127,258 $3.37 Million
Q3 2019 Nov 12, 2019	BUY	$26.12 - $26.84 $36,150 - $37,146	1,384 Added 1.11%	126,208 $3.35 Million
Q2 2019 Aug 06, 2019	SELL	$25.53 - $26.16 $177,101 - $181,471	-6,937 Reduced 5.26%	124,824 $3.26 Million
Q1 2019 May 08, 2019	BUY	$24.89 - $25.69 $1.12 Million - $1.16 Million	45,030 Added 51.92%	131,761 $3.38 Million
Q4 2018 Feb 08, 2019	BUY	$24.38 - $24.99 $2.11 Million - $2.17 Million	86,731 New	86,731 $2.17 Million

Others Institutions Holding PZA

# of Institutions

225

Shares Held

80.1M

Call Options Held

5.2K

Put Options Held

42K

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