SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,199 Value ($000) $7,304 Avg Close Range
Q3 2025
Shares 19,101 Value ($000) $8,858 Avg Close Range
Q2 2025
Shares 19,381 Value ($000) $8,540 Avg Close Range
Q1 2025
Shares 9,949 Value ($000) $4,177 Avg Close Range
Q4 2024
Shares 8,982 Value ($000) $3,822 Avg Close Range
Q3 2024
Shares 9,012 Value ($000) $3,813 Avg Close Range
Q2 2024
Shares 8,995 Value ($000) $3,518 Avg Close Range
Q1 2024
Shares 9,027 Value ($000) $3,591 Avg Close Range
Q4 2023
Shares 8,316 Value ($000) $3,134 Avg Close Range
Q3 2023
Shares 8,327 Value ($000) $2,789 Avg Close Range
Q2 2023
Shares 8,340 Value ($000) $2,868 Avg Close Range
Q1 2023
Shares 8,350 Value ($000) $2,777 Avg Close Range
Q4 2022
Shares 8,349 Value ($000) $2,766 Avg Close Range
Q3 2022
Shares 8,390 Value ($000) $2,410 Avg Close Range
Q2 2022
Shares 8,373 Value ($000) $2,577 Avg Close Range
Q1 2022
Shares 8,356 Value ($000) $2,898 Avg Close Range
Q4 2021
Shares 8,341 Value ($000) $3,031 Avg Close Range
Q3 2021
Shares 8,326 Value ($000) $2,817 Avg Close Range
Q2 2021
Shares 8,312 Value ($000) $2,867 Avg Close Range
Q1 2021
Shares 8,367 Value ($000) $2,763 Avg Close Range
Q4 2020
Shares 8,374 Value ($000) $2,561 Avg Close Range
Q3 2020
Shares 8,357 Value ($000) $2,319 Avg Close Range
Q2 2020
Shares 9,252 Value ($000) $2,386 Avg Close Range
Q1 2020
Shares 10,408 Value ($000) $2,282 Avg Close Range
Q4 2019
Shares 10,876 Value ($000) $3,101 Avg Close Range