Summit Wealth Partners, LLC Sprott Fds Tr Uranium Miners E Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Sep 11, 2024	SELL	$42.22 - $50.45 $11,399 - $13,621	-270 Reduced 5.38%	4,748 $229 Million
Q3 2023 Sep 11, 2024	BUY	$31.74 - $48.63 $159,271 - $244,025	5,018 New	5,018 $237 Million

Others Institutions Holding URNM

# of Institutions

205

Shares Held

9.34M

Call Options Held

1.97M

Put Options Held

2.41M

Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.23M
Shares

$50.7 Million
0.5% of portfolio
Jpmorgan Chase & CO New York, NY

1.02M
Shares

$42.2 Million
0.0% of portfolio
Lloyd Harbor Capital Management, LLC Cold Spring Harbor, NY

495K
Shares

$20.5 Million
9.42% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

385K
Shares

$15.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

310K
Shares

$12.8 Million
0.0% of portfolio

About SPROTT FDS TR URANIUM MINERS E

Ticker URNM
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