Summit Wealth Partners, LLC
Position in FYEE — Fidelity Yield Enhanced Equity ETF
CIK 2033312
Orlando, FL
All Filings in FYEE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FYEE | $470,569 | 17,345 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 FYEE | $398,652 | 13,900 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||