Summit Financial Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Summit Financial Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$24.51 - $28.87 $2.8 Million - $3.3 Million	-114,193 Reduced 24.8%	346,302 $8.63 Million
Q1 2022 May 06, 2022	BUY	$25.61 - $30.82 $302,812 - $364,415	11,824 Added 2.64%	460,495 $12.8 Million
Q4 2021 Jan 12, 2022	BUY	$28.68 - $31.96 $254,764 - $283,900	8,883 Added 2.02%	448,671 $13.3 Million
Q3 2021 Nov 05, 2021	SELL	$29.81 - $32.7 $198,892 - $218,174	-6,672 Reduced 1.49%	439,788 $13.4 Million
Q2 2021 Aug 09, 2021	BUY	$31.06 - $33.61 $13.9 Million - $15 Million	446,460 New	446,460 $14.7 Million

780

141M

28.1K

200

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.