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

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024
Number of Shares
8,151
Previous 744,387 98.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
N/A
-736,236 Reduced 98.91%
8,151 $0
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
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