Summit Financial Wealth Advisors, LLC Alps Sector Dividend Dogs ETF Transaction History

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Alps Sector Dividend Dogs ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 15,813 shares of SDOG stock, worth $947,831. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,813

Previous 15,663 0.96%

Holding current value

$947,831

Previous $900,000 5.78%

% of portfolio

0.16%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$56.63 - $60.72 $8,494 - $9,108	150 Added 0.96%	15,813 $952,000
Q2 2025 Sep 29, 2025	BUY	$50.46 - $58.08 $237,464 - $273,324	4,706 Added 42.95%	15,663 $900,000
Q1 2025 May 14, 2025	BUY	$55.76 - $59.54 $76,948 - $82,165	1,380 Added 14.41%	10,957 $636,000
Q4 2024 Feb 13, 2025	BUY	$55.73 - $61.23 $25,635 - $28,165	460 Added 5.05%	9,577 $541,000
Q3 2024 Nov 13, 2024	BUY	$52.25 - $58.97 $77,486 - $87,452	1,483 Added 19.43%	9,117 $537,000
Q2 2024 Aug 12, 2024	BUY	$50.92 - $54.4 $388,723 - $415,289	7,634 New	7,634 $403,000
Q4 2018 Feb 01, 2019	SELL	$37.25 - $46.28 $169,524 - $210,620	-4,551 Closed	0 $0
Q3 2018 Oct 22, 2018	BUY	$44.31 - $46.68 $201,654 - $212,440	4,551 New	4,551 $201,000

Others Institutions Holding SDOG

# of Institutions

172

Shares Held

6.65M

Call Options Held

Put Options Held

View Full List

About ALPS SECTOR DIVIDEND DOGS ETF

Ticker SDOG
Sector ETFs
Industry ETFs

More about SDOG

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Summit Financial Wealth Advisors, LLC Alps Sector Dividend Dogs ETF Transaction History