Summit Financial Wealth Advisors, LLC Ishares Inc Msci Global Gold M Transaction History

Summit Financial Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$16.8 - $25.95 $703,768 - $1.09 Million	-41,891 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$21.21 - $24.15 $1,654 - $1,883	78 Added 0.19%	41,891 $1 Million
Q3 2019 Nov 05, 2019	BUY	$19.62 - $24.66 $9,397 - $11,812	479 Added 1.16%	41,813 $907,000
Q2 2019 Jul 16, 2019	BUY	$15.88 - $20.6 $656,383 - $851,480	41,334 New	41,334 $844,000

111

7.65M

31K

35.5K

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.