Proshares Tr S&p 500 Aristo shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Proshares Tr S&p 500 Aristo (NOBL) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Proshares Tr S&p 500 Aristo
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All positions including Proshares Tr S&p 500 Aristo held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Proshares Tr S&p 500 Aristo by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 15k | 96.13 |
| 2024-03-31 | $1.8M | 18k | 101.41 |
| 2023-12-31 | $1.7M | 18k | 95.20 |
| 2023-09-30 | $1.6M | 18k | 88.55 |
| 2023-06-30 | $1.7M | 18k | 94.28 |
| 2023-03-31 | $1.6M | 18k | 91.24 |
| 2022-12-31 | $1.7M | 19k | 89.99 |
| 2022-09-30 | $1.4M | 18k | 79.96 |
| 2022-06-30 | $1.6M | 19k | 85.36 |
| 2022-03-31 | $1.9M | 20k | 94.91 |
| 2021-12-31 | $2.0M | 20k | 98.18 |
| 2021-09-30 | $1.8M | 20k | 88.53 |
| 2021-06-30 | $1.7M | 19k | 90.63 |
| 2021-03-31 | $1.6M | 19k | 86.26 |
| 2020-12-31 | $1.4M | 18k | 79.88 |
| 2020-09-30 | $1.3M | 18k | 72.15 |
| 2020-06-30 | $1.1M | 17k | 67.35 |
| 2020-03-31 | $1.0M | 18k | 57.67 |
| 2019-12-31 | $1.7M | 22k | 75.59 |