A detailed history of Summit Financial Wealth Advisors, LLC transactions in Global X Funds Global X Artifi stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 20,700 shares of AIQ stock, worth $766,521. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,700
Previous 7,500 176.0%
Holding current value
$766,521
Previous $233,000 201.29%
% of portfolio
0.16%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$29.87 - $34.22 $394,284 - $451,704
13,200 Added 176.0%
20,700 $702,000
Q4 2023

Jan 19, 2024

BUY
$25.5 - $31.36 $191,250 - $235,200
7,500 New
7,500 $233,000

Others Institutions Holding AIQ

About GLOBAL X FUNDS GLOBAL X ARTIFI


  • Ticker AIQ
  • Sector ETFs
  • Industry ETFs
More about AIQ
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, 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 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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