Summit Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Summit Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Sep 10, 2024	SELL	$105.46 - $106.88 $206,068 - $208,843	-1,954 Closed	0 $0
Q1 2021 Sep 10, 2024	SELL	$104.53 - $105.92 $33,240 - $33,682	-318 Reduced 14.0%	1,954 $207 Million
Q4 2020 Sep 10, 2024	SELL	$103.06 - $104.43 $618,050 - $626,266	-5,997 Reduced 72.52%	2,272 $237 Million
Q3 2020 Sep 10, 2024	BUY	$102.35 - $104.25 $64,582 - $65,781	631 Added 8.26%	8,269 $860 Million
Q2 2020 Sep 10, 2024	BUY	$99.85 - $102.42 $762,654 - $782,283	7,638 New	7,638 $782 Million

613

54M

33.5K

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