Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,962 shares of PMAR stock, worth $351,840. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,962

Previous 7,962 -0.0%

Holding current value

$351,840

Previous $336 Million 3.98%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$39.51 - $41.0 $314,578 - $326,442	7,962 New	7,962 $318 Million
Q2 2024 Sep 11, 2024	SELL	$35.78 - $37.99 $70,629 - $74,992	-1,974 Reduced 15.56%	10,709 $406 Million
Q1 2024 Sep 11, 2024	BUY	$35.51 - $36.81 $26,348 - $27,313	742 Added 6.21%	12,683 $467 Million
Q4 2023 Sep 11, 2024	SELL	$32.79 - $35.63 $162,343 - $176,404	-4,951 Reduced 29.31%	11,941 $425 Million
Q3 2023 Sep 11, 2024	SELL	$33.4 - $34.26 $231,261 - $237,216	-6,924 Reduced 29.07%	16,892 $566 Million

Q2 2023 Sep 11, 2024	SELL	$32.0 - $33.77 $27,392 - $28,907	-856 Reduced 3.47%	23,816 $804 Million
Q1 2023 Sep 11, 2024	BUY	$30.64 - $32.17 $755,950 - $793,698	24,672 New	24,672 $794 Million

Others Institutions Holding PMAR

# of Institutions

206

Shares Held

11.5M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History