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

Summit Financial Wealth Advisors, LLC

$495 Million
Q1 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 10,957 shares of SDOG stock, worth $624,220. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,957

Previous 9,577 14.41%

Holding current value

$624,220

Previous $541,000 17.56%

% of portfolio

0.13%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

166

Shares Held

6.82M

Call Options Held

Put Options Held

View Full List

About ALPS SECTOR DIVIDEND DOGS ETF

Ticker SDOG
Sector ETFs
Industry ETFs

More about SDOG

Track This Portfolio

Portfolio Update

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

News

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

Account

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