Summit Financial Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Summit Financial Wealth Advisors, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 28, 2020	SELL	$115.87 - $125.91 $2.25 Million - $2.45 Million	-19,445 Closed	0 $0
Q3 2019 Nov 05, 2019	SELL	$115.63 - $123.04 $13,991 - $14,887	-121 Reduced 0.62%	19,445 $2.31 Million
Q2 2019 Jul 16, 2019	BUY	$111.41 - $120.45 $2.18 Million - $2.36 Million	19,566 New	19,566 $2.32 Million

771

48.6M

266K

778K

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

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