Summit Financial Wealth Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024
Number of Shares
5,695
Previous 7,774 26.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
N/A
-2,079 Reduced 26.74%
5,695 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-4,963 Reduced 38.97%
7,774 $0
Q1 2024

May 02, 2024
SELL
N/A
-1,496,471 Reduced 99.16%
12,737 $0
Q4 2023

Jan 19, 2024
SELL
N/A
-44,517 Reduced 2.87%
1,509,208 $0
Q3 2023

Nov 13, 2023
SELL
N/A
-26,713 Reduced 1.69%
1,553,725 $0
Q2 2023

Jul 12, 2023
BUY
N/A
1,580,438 New
1,580,438 $0
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