Summit Financial, LLC Exchange Listed Funds Trust Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$25.36 - $26.46 $179,345 - $187,125	-7,072 Reduced 22.7%	24,077 $613,000
Q1 2023 May 03, 2023	BUY	$26.02 - $27.4 $35,231 - $37,099	1,354 Added 4.54%	31,149 $821,000
Q4 2022 Feb 07, 2023	SELL	$25.8 - $26.79 $54,799 - $56,901	-2,124 Reduced 6.65%	29,795 $773,000
Q3 2022 Nov 15, 2022	BUY	$26.28 - $28.23 $42,573 - $45,732	1,620 Added 5.35%	31,919 $823 Million
Q2 2022 Aug 12, 2022	BUY	$26.6 - $29.01 $9,017 - $9,834	339 Added 1.13%	30,299 $812,000
Q1 2022 May 10, 2022	BUY	$28.48 - $31.51 $80,655 - $89,236	2,832 Added 10.44%	29,960 $864,000
Q4 2021 Feb 07, 2022	BUY	$31.41 - $32.18 $614,348 - $629,408	19,559 Added 258.41%	27,128 $856,000
Q3 2021 Nov 08, 2021	BUY	$31.97 - $32.6 $241,980 - $246,749	7,569 New	7,569 $242,000

Others Institutions Holding HYLD

# of Institutions

3

Shares Held

3.06K

Call Options Held

0

Put Options Held

0

About EXCHANGE LISTED FUNDS TRUST

Ticker HYLD
Sector ETFs
Industry ETFs

More about HYLD

Track This Portfolio

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.