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

Summit Wealth & Retirement Planning, Inc.

$356 Million
Q2 2025

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 17,151 shares of SYLD stock, worth $1.19 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

17,151

Previous 16,287 5.3%

Holding current value

$1.19 Million

Previous $1.04 Million 7.31%

% of portfolio

0.31%

Previous 0.33%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$55.35 - $65.57 $47,822 - $56,652	864 Added 5.3%	17,151 $1.12 Million
Q1 2025 May 05, 2025	BUY	$62.77 - $71.4 $105,830 - $120,380	1,686 Added 11.55%	16,287 $1.04 Million
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

183

Shares Held

12.1M

Call Options Held

Put Options Held

500

View Full List

About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

More about SYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Account

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