Summit Wealth Partners, LLC BLACKROCK ETF TRUST Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Number of Shares
29,226
Holding current value
$973 Million
% of portfolio
0.18%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
N/A
29,226 New
29,226 $973 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email