Summit Financial Wealth Advisors, LLC MACQUARIE ETF TRUST Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025
Number of Shares
11,380
Previous 11,980 5.01%
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 2025

Oct 03, 2025
SELL
N/A
-600 Reduced 5.01%
11,380 $0
Q2 2025

Sep 29, 2025
BUY
N/A
3,575 Added 42.53%
11,980 $0
Q1 2025

May 14, 2025
BUY
N/A
8,405 New
8,405 $0
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