Summit Wealth Partners, LLC INNOVATOR ETFS TRUST Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025
Number of Shares
12,272
Previous 23,813 48.47%
Holding current value
$306 Million
Previous $581 Million 47.24%
% of portfolio
0.06%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-11,541 Reduced 48.47%
12,272 $306 Million
Q1 2025

May 06, 2025
BUY
N/A
23,813 New
23,813 $563 Million
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