Summit Wealth & Retirement Planning, Inc. EA SERIES TRUST Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $281 Million
  • Q2 2024
Number of Shares
115,042
Previous 111,443 3.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
N/A
3,599 Added 3.23%
115,042 $0
Q1 2024

May 09, 2024
BUY
N/A
111,443 New
111,443 $0
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email