Summit Wealth Partners, LLC Invesco S&P 500 Equal Weight T Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	N/A	4 Added 0.07%	5,807 $219 Million
Q2 2024 Sep 11, 2024	BUY	N/A	4 Added 0.07%	5,803 $213 Million
Q1 2024 Sep 11, 2024	BUY	$0.0 - $32.98 $0 - $191,251	5,799 New	5,799 $204 Million
Q3 2022 Sep 11, 2024	SELL	$232.2 - $282.75 $297,216 - $361,920	-1,280 Closed	0 $0
Q2 2022 Sep 11, 2024	SELL	$229.64 - $292.39 $4,592 - $5,847	-20 Reduced 1.54%	1,280 $303 Million
Q4 2021 Sep 10, 2024	BUY	$285.9 - $327.55 $56,608 - $64,854	198 Added 17.97%	1,300 $421 Million
Q3 2021 Sep 10, 2024	SELL	$283.28 - $305.94 $30,877 - $33,347	-109 Reduced 9.0%	1,102 $318 Million
Q1 2021 Sep 10, 2024	BUY	$250.01 - $272.65 $27,251 - $29,718	109 Added 9.89%	1,211 $327 Million
Q4 2020 Sep 10, 2024	SELL	$206.84 - $253.55 $48,814 - $59,837	-236 Reduced 17.64%	1,102 $279 Million
Q3 2020 Sep 10, 2024	SELL	$198.0 - $224.59 $47,916 - $54,350	-242 Reduced 15.32%	1,338 $282 Million
Q2 2020 Sep 10, 2024	SELL	$151.58 - $208.58 $7,882 - $10,846	-52 Reduced 3.19%	1,580 $315 Million
Q1 2020 Sep 10, 2024	BUY	$139.82 - $212.0 $13,282 - $20,140	95 Added 6.18%	1,632 $260 Million
Q4 2019 Sep 09, 2024	BUY	$172.8 - $198.89 $265,593 - $305,693	1,537 New	1,537 $304 Million

Others Institutions Holding RYT

# of Institutions

397

Shares Held

45.5M

Call Options Held

2.3K

Put Options Held

4K

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