Summit Wealth Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,314 shares of FSEP stock, worth $370,527. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,314
Previous 7,314 -0.0%
Holding current value
$370,527
Previous $351 Million 5.27%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
SELL
$41.45 - $43.76 $58,030 - $61,264
-1,400 Reduced 16.07%
7,314 $320 Million
Q1 2024

Sep 11, 2024
SELL
$39.77 - $42.49 $44,621 - $47,673
-1,122 Reduced 11.41%
8,714 $370 Million
Q1 2023

Sep 11, 2024
SELL
$33.22 - $35.75 $161,582 - $173,888
-4,864 Reduced 33.09%
9,836 $348 Million
Q4 2021

Sep 10, 2024
BUY
$33.85 - $36.07 $294,968 - $314,313
8,714 Added 145.57%
14,700 $529 Million
Q3 2021

Sep 10, 2024
BUY
$33.93 - $34.68 $203,104 - $207,594
5,986 New
5,986 $203 Million

Others Institutions Holding FSEP

# of Institutions
145
Shares Held
5.73M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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