Summit Wealth Partners, LLC BLACKROCK ETF TRUST II Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Number of Shares
313,984
Previous 237,588 32.15%
Holding current value
$16.6 Billion
Previous $12.6 Billion 30.99%
% of portfolio
3.06%
Previous 2.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
N/A
76,396 Added 32.15%
313,984 $16.6 Billion
Q3 2025

Oct 21, 2025
BUY
N/A
49,460 Added 26.29%
237,588 $12.6 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
114,508 Added 155.54%
188,128 $9.94 Billion
Q1 2025

May 06, 2025
BUY
N/A
61,646 Added 514.83%
73,620 $3.86 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
11,974 New
11,974 $623 Million
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