Summit Financial Wealth Advisors, LLC Phathom Pharmaceuticals, Inc. Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Phathom Pharmaceuticals, Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 22,143 shares of PHAT stock, worth $325,280. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,143
Previous 22,143
-0.0%
Holding current value
$325,280
Previous $212,000
19.34%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding PHAT
# of Institutions
149Shares Held
65.3MCall Options Held
1.15MPut Options Held
170K-
Frazier Life Sciences Management, L.P. Menlo Park, CA12.5MShares$183 Million6.03% of portfolio
-
Medicxi Ventures Management (Jersey) LTD7.46MShares$110 Million12.93% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny5.08MShares$74.6 Million0.03% of portfolio
-
Invesco Ltd. Atlanta, GA3.86MShares$56.8 Million0.01% of portfolio
-
Carlyle Group Inc. Washington, DC3.5MShares$51.4 Million50.16% of portfolio
About Phathom Pharmaceuticals, Inc.
- Ticker PHAT
- Exchange NASDAQ
- Sector Healthcare
- Industry Biotechnology
- Shares Outstandng 39,175,200
- Market Cap $575M
- Description
- Phathom Pharmaceuticals, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing treatments for gastrointestinal diseases. The company has the rights in the United States, Europe, and Canada to vonoprazan, a potassium-competitive acid blocker (P-CAB) that blocks acid secretion in the stomach. It is also develo...