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

Summit Wealth & Retirement Planning, Inc.

  • $269 Million
  • Q1 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 06, 2019
SELL
N/A
-11,038 Closed
0 $0
Q1 2019

May 08, 2019
SELL
N/A
-1,019 Reduced 8.45%
11,038 $397,000
Q4 2018

Feb 08, 2019
BUY
N/A
12,057 New
12,057 $405,000
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