Summit Financial Wealth Advisors, LLC Purchases and Sells in Q3 2025

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

Top Buys

Incresed Positions

97 operations
Stock Shares change Price Range Shares Held Trade History
20K
+ 4.38%
$79.76 - $85.78 $1.6M - $1.72M
476K $40.6M
122K
+ 15.33%
$28.77 - $29.79 $3.51M - $3.63M
917K $27.3M
331
+ 0.29%
$433.97 - $484.08 $144K - $160K
113K $53.1M
4.38K
+ 11.04%
$202.38 - $256.87 $887K - $1.13M
44.1K $11.2M
210
+ 0.2%
$144.19 - $167.33 $30.3K - $35.1K
103K $17.3M
9.52K
+ 0.48%
$26.38 - $27.95 $251K - $266K
2.01M $55.3M
View all

New Holdings

14 operations
Stock Shares change Price Range Shares Held Trade History
334K
New
$59.81 - $60.11 $20M - $20.1M
334K $20M
46.5K
New
$52.42 - $55.71 $2.44M - $2.59M
46.5K $2.59M
3.41K
New
$51.6 - $82.03 $176K - $280K
3.41K $280K
784
New
$293.92 - $341.0 $230K - $267K
784 $267K
3.93K
New
$51.33 - $58.63 $202K - $230K
3.93K $224K
2.34K
New
$91.03 - $98.69 $213K - $231K
2.34K $223K
View all

Top Sells

Reduced Positions

38 operations
Stock Shares change Price Range Shares Held Trade History
-60.2K
- 95.82%
$82.58 - $105.54 $4.97M - $6.35M
2.62K $219K
-1.75K
- 18.08%
$459.11 - $506.91 $804K - $888K
7.94K $3.99M
-3.89K
- 31.49%
$84.25 - $91.99 $328K - $358K
8.47K $750K
-1.41K
- 0.84%
$66.2 - $71.79 $93.4K - $101K
167K $11.4M
-5
- 0.03%
$234.77 - $292.47 $1.17K - $1.46K
19.7K $5.55M
-14.6K
- 13.96%
$23.29 - $25.88 $339K - $377K
89.7K $2.29M
View all
Activity Summary
Buys All Purchases 111 New Holdings 14 Increased Positions 97 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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