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

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

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 9,117 shares of SDOG stock, worth $520,580. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,117
Previous 7,634 19.43%
Holding current value
$520,580
Previous $403,000 33.25%
% of portfolio
0.11%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
155
Shares Held
6.47M
Call Options Held
0
Put Options Held
221K
View Full List

About ALPS SECTOR DIVIDEND DOGS ETF

SDOG Quotes by TradingView
  • Ticker SDOG
  • Sector ETFs
  • Industry ETFs
More about SDOG
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email