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

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 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 16,287 shares of SYLD stock, worth $983,083. This represents 0.33% of its overall portfolio holdings.

Number of Shares
16,287
Previous 14,601 11.55%
Holding current value
$983,083
Previous $999,000 4.0%
% of portfolio
0.33%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
197
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About CAMBRIA SHAREHOLDER YLD ETF

SYLD Quotes by TradingView
  • Ticker SYLD
  • Sector ETFs
  • Industry ETFs
More about SYLD
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