Summit Wealth Partners, LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025
Number of Shares
20,874
Previous 21,307 2.03%
Holding current value
$737 Million
Previous $777 Million 5.14%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 27, 2026
SELL
N/A
-433 Reduced 2.03%
20,874 $737 Million
Q3 2025

Oct 21, 2025
SELL
N/A
-132 Reduced 0.62%
21,307 $777 Million
Q2 2025

Aug 11, 2025
BUY
N/A
21,439 New
21,439 $766 Million
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