Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 07, 2022

SELL
N/A
-8,033 Closed
0 $0
Q3 2021

Nov 08, 2021

BUY
N/A
8,033 New
8,033 $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.