Summit Financial, LLC First Trust Small Cap Growth A Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Summit Financial, LLC holds 2,876 shares of FYC stock, worth $203,735. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,876
Previous 2,817 2.09%
Holding current value
$203,735
Previous $209,000 6.22%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$72.19 - $84.64 $4,259 - $4,993
59 Added 2.09%
2,876 $222,000
Q3 2024

Nov 12, 2024
BUY
$65.44 - $74.98 $184,344 - $211,218
2,817 New
2,817 $209,000

Others Institutions Holding FYC

# of Institutions
114
Shares Held
4.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email