Summit Investment Advisory Services, LLC FRANKLIN TEMPLETON ETF TR Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024
Number of Shares
85,389
Previous 74,942 13.94%
Holding current value
$2.23 Billion
Previous $2.04 Billion 9.41%
% of portfolio
1.15%
Previous 1.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
N/A
10,447 Added 13.94%
85,389 $2.23 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
74,942 New
74,942 $2.04 Billion
Q1 2024

Apr 18, 2024
SELL
N/A
-19,866 Reduced 24.62%
60,829 $1.59 Billion
Q4 2023

Jan 18, 2024
BUY
N/A
80,695 New
80,695 $2.07 Billion
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