Summit Wealth Partners, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,474 shares of PMAY stock, worth $300,488. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,474
Previous 10,184 16.79%
Holding current value
$300,488
Previous $347 Million 14.03%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$33.3 - $35.24 $56,942 - $60,260
-1,710 Reduced 16.79%
8,474 $299 Million
Q2 2024

Sep 11, 2024
SELL
$32.47 - $34.15 $45,522 - $47,878
-1,402 Reduced 12.1%
10,184 $347 Million
Q1 2024

Sep 11, 2024
SELL
$31.26 - $32.48 $57,862 - $60,120
-1,851 Reduced 13.78%
11,586 $376 Million
Q4 2023

Sep 11, 2024
SELL
$28.85 - $31.49 $83,059 - $90,659
-2,879 Reduced 17.65%
13,437 $423 Million
Q3 2023

Sep 11, 2024
SELL
$29.39 - $30.19 $575,779 - $591,452
-19,591 Reduced 54.56%
16,316 $482 Million
Q2 2023

Sep 11, 2024
SELL
$28.31 - $29.85 $115,844 - $122,146
-4,092 Reduced 10.23%
35,907 $1.07 Billion
Q1 2023

Sep 11, 2024
BUY
$27.9 - $29.3 $4,687 - $4,922
168 Added 0.42%
39,999 $1.15 Billion
Q4 2022

Sep 11, 2024
SELL
$26.8 - $28.97 $79,810 - $86,272
-2,978 Reduced 6.96%
39,831 $1.12 Billion
Q3 2022

Sep 11, 2024
SELL
$26.8 - $29.49 $124,486 - $136,981
-4,645 Reduced 9.79%
42,809 $1.15 Billion
Q2 2022

Sep 11, 2024
BUY
$26.88 - $30.77 $1.28 Million - $1.46 Million
47,454 New
47,454 $1.3 Billion
Q3 2020

Sep 10, 2024
SELL
$26.62 - $27.68 $331,605 - $344,809
-12,457 Reduced 48.46%
13,250 $364 Million
Q2 2020

Sep 10, 2024
BUY
$25.32 - $26.97 $650,901 - $693,317
25,707 New
25,707 $683 Million

Others Institutions Holding PMAY

# of Institutions
175
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR S&P 500 PWR

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