Summit Financial Wealth Advisors, LLC Global X Funds Global X Artifi Transaction History

Summit Financial Wealth Advisors, LLC

$495 Million
Q1 2025

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 31,550 shares of AIQ stock, worth $1.42 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

31,550

Previous 29,500 6.95%

Holding current value

$1.42 Million

Previous $1.14 Million 0.7%

% of portfolio

0.23%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$36.38 - $42.77 $74,579 - $87,678	2,050 Added 6.95%	31,550 $1.15 Million
Q4 2024 Feb 13, 2025	BUY	$36.57 - $40.57 $102,396 - $113,596	2,800 Added 10.49%	29,500 $1.14 Million
Q3 2024 Nov 13, 2024	BUY	$31.85 - $37.36 $63,063 - $73,972	1,980 Added 8.01%	26,700 $992,000
Q2 2024 Aug 12, 2024	BUY	$31.46 - $35.95 $126,469 - $144,519	4,020 Added 19.42%	24,720 $880,000
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

# of Institutions

403

Shares Held

35.6M

Call Options Held

49K

Put Options Held

124K

View Full List

About GLOBAL X FUNDS GLOBAL X ARTIFI

Ticker AIQ
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Summit Financial Wealth Advisors, LLC Global X Funds Global X Artifi Transaction History