Summit Financial Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Summit Financial Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 10, 2023	BUY	$31.2 - $33.62 $134,940 - $145,406	4,325 Added 18.89%	27,219 $915,000
Q3 2022 Oct 28, 2022	BUY	$29.37 - $32.99 $142,150 - $159,671	4,840 Added 26.81%	22,894 $703,000
Q2 2022 Jul 26, 2022	BUY	$29.47 - $34.11 $167,802 - $194,222	5,694 Added 46.07%	18,054 $563,000
Q1 2022 May 06, 2022	SELL	$31.45 - $34.27 $13.6 Million - $14.9 Million	-433,995 Reduced 97.23%	12,360 $419,000
Q4 2021 Jan 12, 2022	BUY	$31.77 - $33.19 $25,511 - $26,651	803 Added 0.18%	446,355 $14.8 Million
Q3 2021 Nov 05, 2021	SELL	$31.4 - $32.37 $65,280 - $67,297	-2,079 Reduced 0.46%	445,552 $14.2 Million
Q2 2021 Aug 09, 2021	BUY	$30.26 - $31.67 $13.5 Million - $14.2 Million	447,631 New	447,631 $14.2 Million

118

6.64M

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