Summit Financial, LLC Barclays Bank PLC Transaction History

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Number of Shares
9,133
Previous 13,614 32.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-4,481 Reduced 32.91%
9,133 $0
Q1 2025

May 14, 2025
BUY
N/A
13,614 New
13,614 $0
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