A detailed history of Summit Wealth Partners, LLC transactions in Invesco ETF Fd Tr Invesco Bull stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,000 shares of BSCS stock, worth $281,400. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,000
Previous 13,951 0.35%
Holding current value
$281,400
Previous $278 Million 3.41%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$19.92 - $20.67 $976 - $1,012
49 Added 0.35%
14,000 $288 Million
Q2 2024

Sep 11, 2024

BUY
$19.69 - $20.1 $945 - $964
48 Added 0.35%
13,951 $278 Million
Q1 2024

Sep 11, 2024

BUY
$19.93 - $20.32 $856 - $873
43 Added 0.31%
13,903 $279 Million
Q4 2023

Sep 11, 2024

BUY
$19.11 - $20.29 $802 - $852
42 Added 0.3%
13,860 $281 Million
Q3 2023

Sep 11, 2024

BUY
$19.31 - $19.93 $791 - $817
41 Added 0.3%
13,818 $268 Million
Q2 2023

Sep 11, 2024

SELL
$19.7 - $20.25 $4,156 - $4,272
-211 Reduced 1.51%
13,777 $272 Million
Q1 2023

Sep 11, 2024

SELL
$19.47 - $20.33 $38,842 - $40,558
-1,995 Reduced 12.48%
13,988 $281 Million
Q4 2022

Sep 11, 2024

SELL
$18.81 - $19.99 $41,720 - $44,337
-2,218 Reduced 12.19%
15,983 $314 Million
Q3 2022

Sep 11, 2024

BUY
$19.0 - $20.62 $115,900 - $125,782
6,100 Added 50.41%
18,201 $348 Million
Q2 2022

Sep 11, 2024

BUY
$19.56 - $21.11 $236,695 - $255,452
12,101 New
12,101 $242 Million

Others Institutions Holding BSCS

About INVESCO ETF FD TR INVESCO BULL


  • Ticker BSCS
  • Sector ETFs
  • Industry ETFs
More about BSCS
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.