Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 05, 2019

SELL
N/A
-13,157 Closed
0 $0
Q2 2019

Jul 16, 2019

SELL
N/A
-5,003 Reduced 27.55%
13,157 $359,000
Q1 2019

May 01, 2019

BUY
N/A
18,160 New
18,160 $548,000
Q4 2018

Feb 01, 2019

SELL
N/A
-46,770 Closed
0 $0
Q3 2018

Oct 22, 2018

BUY
N/A
46,770 New
46,770 $1.93 Million
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.