Summit Financial Wealth Advisors, LLC Closed Holding Positions

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2019 Filed on Jan 28, 2020
21,840
$56.42 - $59.53 $1.23M - $1.3M
LOGI
Logitech International S.A.

Technology
Q4 2019 Filed on Jan 28, 2020
16,744
$39.3 - $47.21 $658K - $790K
WTRH
Waitr Holdings Inc.

Technology
Q4 2019 Filed on Jan 28, 2020
21,440
$0.24 - $1.33 $5.15K - $28.5K
ELV
Elevance Health, Inc.

Healthcare
Q4 2019 Filed on Jan 28, 2020
9,111
$234.82 - $306.42 $2.14M - $2.79M
Celgene Corp
Q4 2019 Filed on Jan 28, 2020
8,057
N/A
LVHD
Franklin U.S. Low Volatility H

ETFs
Q4 2019 Filed on Jan 28, 2020
15,000
$32.75 - $34.27 $491K - $514K
Bb&T Corp
Q4 2019 Filed on Jan 28, 2020
105,947
N/A
BAX
Baxter International Inc

Healthcare
Q4 2019 Filed on Jan 28, 2020
23,363
$76.7 - $88.45 $1.79M - $2.07M
Nuvectra Corp
Q4 2019 Filed on Jan 28, 2020
20,000
N/A
EMN
Eastman Chemical CO

Basic Materials
Q3 2019 Filed on Nov 05, 2019
6,739
$61.55 - $81.74 $415K - $551K
FDX
Fedex Corp

Industrials
Q3 2019 Filed on Nov 05, 2019
10,259
$143.25 - $176.01 $1.47M - $1.81M
Spdr Series Trust
Q3 2019 Filed on Nov 05, 2019
13,157
N/A
VMW
Vmware, Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
1,780
$130.56 - $181.87 $232K - $324K
MGA
Magna International Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
14,117
$46.69 - $54.06 $659K - $763K
FXI
Ishares Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
37,106
$37.67 - $43.4 $1.4M - $1.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2019 Filed on Nov 05, 2019
3,879
$35.28 - $36.01 $137K - $140K
Dowdupont Inc
Q2 2019 Filed on Jul 16, 2019
64,152
N/A
Anadarko Pete Corp
Q2 2019 Filed on Jul 16, 2019
7,833
N/A
HAL
Halliburton CO

Energy
Q2 2019 Filed on Jul 16, 2019
7,042
$21.07 - $31.81 $148K - $224K
Spdr Series Trust
Q1 2019 Filed on May 01, 2019
7,385
N/A
General Electric CO
Q1 2019 Filed on May 01, 2019
82,465
N/A
Norbord Inc
Q1 2019 Filed on May 01, 2019
67,302
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2018 Filed on Feb 01, 2019
4,232
N/A
BNDX
Vanguard Total International B

ETFs
Q4 2018 Filed on Feb 01, 2019
5,848
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2018 Filed on Feb 01, 2019
8,104
N/A
BIIB
Biogen Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
640
$278.5 - $352.75 $178K - $226K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2018 Filed on Feb 01, 2019
3,271
N/A
ADP
Automatic Data Processing Inc

Industrials
Q4 2018 Filed on Feb 01, 2019
1,531
$121.95 - $151.77 $187K - $232K
OIS
Oil States International, Inc

Energy
Q4 2018 Filed on Feb 01, 2019
8,800
$13.63 - $34.12 $120K - $300K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Feb 01, 2019
3,162
$111.35 - $114.52 $352K - $362K
LAZ
Lazard LTD

Financial Services
Q4 2018 Filed on Feb 01, 2019
75,374
$33.98 - $48.16 $2.56M - $3.63M
AUY
Yamana Gold Inc.

Basic Materials
Q4 2018 Filed on Feb 01, 2019
13,237
$2.06 - $2.71 $27.3K - $35.9K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q4 2018 Filed on Feb 01, 2019
15,000
$11.39 - $12.7 $171K - $191K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2018 Filed on Feb 01, 2019
16,519
N/A
Royal Bk Scotland Group PLC
Q4 2018 Filed on Feb 01, 2019
34,515
N/A
Chesapeake Energy Corp
Q3 2018 Filed on Oct 22, 2018
10,000
N/A
Wyndham Worldwide Corp
Q3 2018 Filed on Oct 22, 2018
7,174
N/A
NFLX
Netflix Inc

Communication Services
Q3 2018 Filed on Oct 22, 2018
1,322
$316.78 - $418.97 $419K - $554K
PDI
Pimco Dynamic Income Fund

Financial Services
Q3 2018 Filed on Oct 22, 2018
7,800
$31.93 - $33.65 $249K - $262K
Deutsche Mun Income
Q3 2018 Filed on Oct 22, 2018
86,384
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2018 Filed on Oct 22, 2018
64,795
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2018 Filed on Oct 22, 2018
2,546
N/A
OC
Owens Corning

Industrials
Q3 2018 Filed on Oct 22, 2018
32,050
$54.27 - $66.89 $1.74M - $2.14M
Seadrill Limited
Q3 2018 Filed on Oct 22, 2018
28,500
N/A
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q3 2018 Filed on Oct 22, 2018
2,367
N/A
RFEU
First Trust ETF Iii Riverfront
Q3 2018 Filed on Oct 22, 2018
225,844
N/A
Aarons Inc
Q3 2018 Filed on Oct 22, 2018
66,467
N/A
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q3 2018 Filed on Oct 22, 2018
36,026
$40.22 - $46.0 $1.45M - $1.66M
TSN
Tyson Foods, Inc.

Consumer Defensive
Q3 2018 Filed on Oct 22, 2018
5,787
$57.55 - $67.29 $333K - $389K
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