Summit Wealth Partners, LLC SOUTHSTATE BK CORP Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Number of Shares
8,805
Previous 10,483 16.01%
Holding current value
$829 Million
Previous $1.04 Billion 20.05%
% of portfolio
0.15%
Previous 0.19%

Shares

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

Jan 27, 2026
SELL
N/A
-1,678 Reduced 16.01%
8,805 $829 Million
Q3 2025

Oct 21, 2025
BUY
N/A
10,483 New
10,483 $1.04 Billion
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