Summit Financial Wealth Advisors, LLC IBERIABANK CORP 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
Q3 2020

Nov 09, 2020
SELL
N/A
-9,887 Closed
0 $0
Q2 2020

Jul 16, 2020
SELL
N/A
-17,287 Reduced 63.62%
9,887 $426,000
Q1 2020

Apr 29, 2020
BUY
N/A
1,052 Added 4.03%
27,174 $958,000
Q4 2019

Jan 28, 2020
BUY
N/A
511 Added 2.0%
26,122 $1.93 Million
Q3 2019

Nov 05, 2019
BUY
N/A
4 Added 0.02%
25,611 $1.91 Million
Q2 2019

Jul 16, 2019
BUY
N/A
12,936 Added 102.09%
25,607 $1.94 Million
Q1 2019

May 01, 2019
BUY
N/A
340 Added 2.76%
12,671 $920,000
Q3 2018

Oct 22, 2018
BUY
N/A
2,917 Added 30.99%
12,331 $957,000
Q1 2018

Apr 09, 2018
BUY
N/A
9,414 New
9,414 $734,000
Q1 2018

Apr 06, 2018
SELL
N/A
-9,414 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
N/A
55 Added 0.59%
9,414 $730,000
Q3 2017

Nov 06, 2017
BUY
N/A
50 Added 0.54%
9,359 $769,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,309
9,309 $759,000
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