Summit Wealth Partners, LLC Ishares S&P 100 ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,176 shares of OEF stock, worth $312,851. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,176
Previous 1,176 -0.0%
Holding current value
$312,851
Previous $311 Million 4.71%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Sep 11, 2024
SELL
$219.81 - $247.98 $7,473 - $8,431
-34 Reduced 2.81%
1,176 $291 Million
Q4 2023

Sep 11, 2024
BUY
$193.71 - $224.12 $24,601 - $28,463
127 Added 11.73%
1,210 $270 Million
Q2 2023

Sep 11, 2024
SELL
$185.57 - $207.06 $27,835 - $31,059
-150 Reduced 12.17%
1,083 $224 Million
Q4 2022

Sep 11, 2024
BUY
$161.29 - $182.62 $198,870 - $225,170
1,233 New
1,233 $210 Million

Others Institutions Holding OEF

# of Institutions
814
Shares Held
35M
Call Options Held
9.6K
Put Options Held
15.1K
View Full List

About ISHARES S&P 100 ETF

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