Summit Wealth Partners, LLC FIDELITY GREENWOOD STREET TR Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Number of Shares
13,900
Holding current value
$399 Million
% of portfolio
0.07%

Shares

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

Jan 27, 2026
BUY
N/A
13,900 New
13,900 $399 Million
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