Summit Wealth & Retirement Planning, Inc. BLACKROCK MUNIYIELD CALI QLT Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 13, 2020
SELL
N/A
-15,600 Closed
0 $0
Q1 2020

May 11, 2020
BUY
N/A
15,600 New
15,600 $211,000
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