Summit Financial, LLC Alps ETF Tr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Summit Financial, LLC holds 13,320 shares of REIT stock, worth $353,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,320

Holding current value

$353,246

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$25.69 - $27.19 $342,190 - $362,170	13,320 New	13,320 $356,000

Others Institutions Holding REIT

# of Institutions

Shares Held

348K

Call Options Held

Put Options Held

Ellsworth Advisors, LLC

139K
Shares

$3.68 Million
0.87% of portfolio
Wiley Bros. Aintree Capital, LLC

54.9K
Shares

$1.45 Million
0.01% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

44.4K
Shares

$1.18 Million
0.07% of portfolio
Kestra Private Wealth Services, LLC

28.9K
Shares

$765,711
0.01% of portfolio
Gts Securities LLC New York, NY

18.5K
Shares

$490,275
0.02% of portfolio

View Full List

About ALPS ETF TR

Ticker REIT
Sector ETFs
Industry ETFs

More about REIT

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