Summit Wealth Partners, LLC INNOVATOR ETFS TRUST Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024
Number of Shares
13,773
Previous 14,596 5.64%
Holding current value
$355 Million
Previous $365 Million 2.72%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-823 Reduced 5.64%
13,773 $355 Million
Q3 2024

Oct 28, 2024
BUY
N/A
14,596 New
14,596 $365 Million
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