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
744,387
Previous 1,497,065 50.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
SELL
N/A
-752,678 Reduced 50.28%
744,387 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-15,982 Reduced 1.06%
1,497,065 $0
Q1 2024

May 02, 2024
BUY
N/A
1,513,047 New
1,513,047 $0
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