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Sprott Fds Tr Uranium Miners E shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Sprott Fds Tr Uranium Miners E (URNM) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Sprott Fds Tr Uranium Miners E

Tip: Access up to 7 years of quarterly data

All positions including Sprott Fds Tr Uranium Miners E held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Fds Tr Uranium Miners E by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 4.7k 45.88
2024-06-30 $234k 4.7k 49.24
2024-03-31 $234k 4.7k 49.29
2023-12-31 $229k 4.7k 48.27
2023-09-30 $237k 5.0k 47.17

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

Top funds holding Sprott Fds Tr Uranium Miners E

Susquehanna International
Clal Insurance Enterprises Holdings
Jpmorgan Chase & Co
Lloyd Harbor Capital Management
Jane Street
Garnet Equity Capital Holdings
LMR Partners
Morgan Stanley
Barclays
Rokos Capital Management
Citadel Advisors
LPL Financial
Kadensa Capital
BCJ Capital Management
Caption Management

View all funds holding Sprott Fds Tr Uranium Miners E