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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

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 10,096 shares of POCT stock, worth $407,676. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,096
Previous 11,432 11.69%
Holding current value
$407,676
Previous $445 Million 10.29%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$38.63 - $40.03 $51,609 - $53,480
-1,336 Reduced 11.69%
10,096 $399 Million
Q3 2024

Oct 28, 2024
BUY
$37.79 - $38.95 $432,015 - $445,276
11,432 New
11,432 $445 Million
Q2 2024

Sep 11, 2024
SELL
$37.05 - $38.29 $242,751 - $250,876
-6,552 Closed
0 $0
Q1 2024

Sep 11, 2024
SELL
$35.88 - $37.5 $97,198 - $101,587
-2,709 Reduced 29.25%
6,552 $246 Million
Q4 2023

Sep 11, 2024
SELL
$33.24 - $36.16 $121,658 - $132,345
-3,660 Reduced 28.33%
9,261 $335 Million
Q4 2022

Sep 11, 2024
BUY
$28.48 - $30.65 $367,990 - $396,028
12,921 New
12,921 $389 Million

Others Institutions Holding POCT

# of Institutions
220
Shares Held
16M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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