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

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 2025
Number of Shares
130,485
Previous 127,187 2.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
N/A
3,298 Added 2.59%
130,485 $0
Q4 2024

Jan 28, 2025
BUY
N/A
5,992 Added 4.94%
127,187 $0
Q3 2024

Nov 01, 2024
BUY
N/A
6,153 Added 5.35%
121,195 $0
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
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