Summit Financial Wealth Advisors, LLC Purchases and Sells in Q3 2024

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

Top Buys

Incresed Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
19.8K
+ 3.57%
$77.02 - $85.06 $1.53M - $1.69M
575K $48.6M
4.4K
+ 1.1%
$66.31 - $74.08 $292K - $326K
404K $29.7M
217
+ 0.2%
$99.55 - $123.34 $21.6K - $26.8K
108K $13.1M
5.05K
+ 3.45%
$105.53 - $118.34 $533K - $598K
151K $17.7M
18.2K
+ 2.72%
$31.18 - $33.5 $569K - $611K
688K $22.9M
10.1K
+ 2.07%
$18.21 - $22.28 $184K - $225K
497K $10.9M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
398K
New
$60.84 - $67.51 $24.2M - $26.9M
398K $26.9M
98.5K
New
$39.04 - $47.23 $3.85M - $4.65M
98.5K $4.51M
6.15K
New
$159.75 - $174.57 $982K - $1.07M
6.15K $1.07M
29K
New
$10.25 - $19.5 $298K - $566K
29K $524K
1.2K
New
$248.27 - $294.37 $297K - $353K
1.2K $321K
3.05K
New
$70.51 - $81.07 $215K - $247K
3.05K $244K
View all

Top Sells

Reduced Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
-54.4K
- 37.8%
$45.51 - $57.12 $2.48M - $3.11M
89.6K $4.58M
-20
- 0.04%
$156.12 - $209.64 $3.12K - $4.19K
51.6K $8.77M
-360
- 3.63%
$119.07 - $145.42 $42.9K - $52.4K
9.55K $1.14M
-5.48K
- 25.56%
$55.81 - $63.18 $306K - $346K
15.9K $1M
-1.11K
- 9.22%
$84.35 - $93.39 $93.2K - $103K
10.9K $955K
-6.89K
- 35.67%
$9.71 - $14.55 $66.9K - $100K
12.4K $131K
View all
Activity Summary
Buys All Purchases 70 New Holdings 13 Increased Positions 57 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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