Summit Wealth & Retirement Planning, Inc. Cambria Shareholder Yld ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

$309 Million
Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 14,601 shares of SYLD stock, worth $1.02 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

14,601

Previous 11,207 30.28%

Holding current value

$1.02 Million

Previous $811,000 23.18%

% of portfolio

0.32%

Previous 0.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$68.06 - $76.27 $230,995 - $258,860	3,394 Added 30.28%	14,601 $999,000
Q3 2024 Nov 01, 2024	BUY	$66.68 - $72.81 $213,175 - $232,773	3,197 Added 39.91%	11,207 $811,000
Q2 2024 Aug 06, 2024	BUY	$67.74 - $73.13 $340,325 - $367,405	5,024 Added 168.25%	8,010 $546,000
Q1 2024 May 09, 2024	BUY	$65.45 - $73.27 $195,433 - $218,784	2,986 New	2,986 $218,000
Q1 2020 May 11, 2020	SELL	$22.13 - $40.5 $2.55 Million - $4.66 Million	-115,102 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$34.6 - $40.51 $64,079 - $75,024	1,852 Added 1.64%	115,102 $4.64 Million
Q3 2019 Nov 12, 2019	BUY	$33.0 - $37.23 $175,527 - $198,026	5,319 Added 4.93%	113,250 $4.12 Million
Q2 2019 Aug 06, 2019	SELL	$33.62 - $37.64 $42,529 - $47,614	-1,265 Reduced 1.16%	107,931 $3.88 Million
Q1 2019 May 08, 2019	BUY	$32.09 - $37.31 $266,154 - $309,449	8,294 Added 8.22%	109,196 $3.93 Million
Q4 2018 Feb 08, 2019	BUY	$30.75 - $39.44 $3.1 Million - $3.98 Million	100,902 New	100,902 $3.28 Million

Others Institutions Holding SYLD

# of Institutions

193

Shares Held

11.6M

Call Options Held

Put Options Held

View Full List

About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

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Summit Wealth & Retirement Planning, Inc. Cambria Shareholder Yld ETF Transaction History