SUMMIT WEALTH & RETIREMENT PLANNING, INC. – First Trust Managed Municipal ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$404,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-3.73%
quarter
First Trust Managed Municipal ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.80% | -1.11K shares | -72K | $48.72 | 8.29K |
| Q2 2022 | share | Increase | +2.96% | 270 shares | -9K | $50.61 | 9.40K |
| Q1 2022 | share | Increase | 0.00% | 9.13K shares | 485K | $53.06 | 9.13K |