Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,337 shares of QDEC stock, worth $388,102. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,337
Previous 21,506 33.33%
Holding current value
$388,102
Previous $560 Million 31.76%
% of portfolio
0.07%
Previous 0.12%

Shares

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

Oct 28, 2024
SELL
$24.77 - $26.7 $177,576 - $191,412
-7,169 Reduced 33.33%
14,337 $382 Million
Q2 2024

Sep 11, 2024
SELL
$23.92 - $26.07 $16,122 - $17,571
-674 Reduced 3.04%
21,506 $560 Million
Q1 2024

Sep 11, 2024
BUY
$23.19 - $24.9 $126,501 - $135,829
5,455 Added 32.62%
22,180 $551 Million
Q4 2023

Sep 11, 2024
BUY
$22.43 - $23.72 $75,633 - $79,983
3,372 Added 25.25%
16,725 $396 Million
Q3 2023

Sep 11, 2024
BUY
$22.28 - $22.85 $297,504 - $305,116
13,353 New
13,353 $302 Million

Others Institutions Holding QDEC

# of Institutions
86
Shares Held
5.16M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TR FD VIII CBOE VE

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