Summit Wealth Partners, LLC INNOVATOR ETFS TRUST Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Number of Shares
13,121
Previous 15,744 16.66%
Holding current value
$352 Million
Previous $418 Million 15.86%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jan 27, 2026
SELL
N/A
-2,623 Reduced 16.66%
13,121 $352 Million
Q3 2025

Oct 21, 2025
BUY
N/A
15,744 New
15,744 $418 Million
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