Summit Financial Wealth Advisors, LLC ALPS ETF TR Transaction History

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 16, 2020
SELL
N/A
-30,430 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
N/A
-36,082 Reduced 54.25%
30,430 $109,000
Q4 2019

Jan 28, 2020
SELL
N/A
-5,228 Reduced 7.29%
66,512 $545,000
Q3 2019

Nov 05, 2019
SELL
N/A
-4,763 Reduced 6.23%
71,740 $633,000
Q2 2019

Jul 16, 2019
SELL
N/A
-18,038 Reduced 19.08%
76,503 $754,000
Q1 2019

May 01, 2019
BUY
N/A
1,165 Added 1.25%
94,541 $959,000
Q4 2018

Feb 01, 2019
SELL
N/A
-11,385 Reduced 10.87%
93,376 $815,000
Q3 2018

Oct 22, 2018
BUY
N/A
14,346 Added 15.87%
104,761 $1.11 Million
Q1 2018

Apr 09, 2018
BUY
N/A
51,789 Added 134.08%
90,415 $847,000
Q1 2018

Apr 06, 2018
SELL
N/A
-36,809 Reduced 48.8%
38,626 $362,000
Q4 2017

Feb 05, 2018
SELL
N/A
-192 Reduced 0.25%
75,435 $814,000
Q3 2017

Nov 06, 2017
BUY
N/A
8,103 Added 12.0%
75,627 $849,000
Q2 2017

Aug 14, 2017
BUY
N/A
67,524
67,524 $808,000
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