Summit Financial Wealth Advisors, LLC Purchases and Sells in Q4 2024

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024

Top Buys

Incresed Positions

58 operations
Stock Shares change Price Range Shares Held Trade History
1.27M
+ 220.38%
$26.93 - $84.95 $34.1M - $108M
1.84M $50.3M
4.27K
+ 12.65%
$280.04 - $302.45 $1.2M - $1.29M
38K $11M
15K
+ 25.37%
$122.65 - $138.35 $1.84M - $2.07M
74.1K $9.34M
57.4K
+ 210.29%
$17.65 - $18.18 $1.01M - $1.04M
84.7K $1.5M
88
+ 0.26%
$324.93 - $383.42 $28.6K - $33.7K
34.3K $11.9M
630
+ 1.7%
$221.69 - $259.02 $140K - $163K
37.7K $9.44M
View all

New Holdings

11 operations
Stock Shares change Price Range Shares Held Trade History
460K
New
$28.56 - $30.02 $13.1M - $13.8M
460K $13.2M
8.95K
New
$43.61 - $45.3 $390K - $406K
8.95K $399K
21.2K
New
$14.45 - $15.15 $307K - $321K
21.2K $321K
6.33K
New
$50.06 - $55.0 $317K - $348K
6.33K $317K
3.18K
New
$61.31 - $72.5 $195K - $231K
3.18K $223K
413
New
$481.22 - $538.17 $199K - $222K
413 $211K
View all

Top Sells

Reduced Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
-63K
- 86.81%
$96.31 - $114.76 $6.07M - $7.23M
9.57K $952K
-528
- 0.49%
$114.45 - $127.21 $60.4K - $67.2K
108K $12.5M
-5.55K
- 34.77%
$43.78 - $67.46 $243K - $374K
10.4K $466K
-93
- 0.19%
$105.51 - $125.37 $9.81K - $11.7K
49.5K $5.32M
-330
- 3.46%
$85.0 - $120.04 $28.1K - $39.6K
9.22K $793K
-1.06K
- 34.65%
$223.15 - $249.32 $237K - $265K
2.01K $457K
View all
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 46 Reductions 46 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