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
Superior Energy Svcs Inc
Q3 2018 Filed on Oct 22, 2018
10,000
N/A
ETR
Entergy Corp

Utilities
Q3 2018 Filed on Oct 22, 2018
4,500
$78.98 - $85.53 $355K - $385K
XLF
Financial Sector Spdr

ETFs
Q3 2018 Filed on Oct 22, 2018
8,855
N/A
SVM
Silvercorp Metals Inc

Basic Materials
Q3 2018 Filed on Oct 22, 2018
85,540
$2.41 - $2.86 $206K - $245K
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 06, 2018
16,414
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 06, 2018
10,535
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 06, 2018
1,835
N/A
WFC
Wells Fargo & Company

Financial Services
Q2 2018 Filed on Jul 06, 2018
4,161
$50.39 - $56.18 $210K - $234K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2018 Filed on Jul 06, 2018
595,911
$117.23 - $144.91 $69.9M - $86.4M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2018 Filed on Apr 06, 2018
86,765
N/A
ITW
Illinois Tool Works Inc

Industrials
Q1 2018 Filed on Apr 06, 2018
16,015
$153.86 - $178.88 $2.46M - $2.86M
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2018 Filed on Apr 06, 2018
560,954
$29.04 - $31.85 $16.3M - $17.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2018 Filed on Apr 06, 2018
3,551
N/A
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q1 2018 Filed on Apr 06, 2018
52,135
N/A
GM
General Motors CO

Consumer Cyclical
Q1 2018 Filed on Apr 06, 2018
24,499
$34.87 - $44.22 $854K - $1.08M
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2017 Filed on Feb 05, 2018
1,485
$145.63 - $154.3 $216K - $229K
IVZ
Invesco Ltd.

Financial Services
Q4 2017 Filed on Feb 05, 2018
9,140
$34.47 - $37.67 $315K - $344K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2017 Filed on Feb 05, 2018
2,434
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2017 Filed on Feb 05, 2018
5,267
N/A
Micro Focus International Pl
Q4 2017 Filed on Feb 05, 2018
14,298
N/A
CLX
Clorox CO

Consumer Defensive
Q4 2017 Filed on Feb 05, 2018
11,670
$125.32 - $149.69 $1.46M - $1.75M
CAT
Caterpillar Inc

Industrials
Q4 2017 Filed on Feb 05, 2018
2,665
$124.72 - $158.42 $332K - $422K
Buckeye Partners L P
Q3 2017 Filed on Nov 06, 2017
3,400
N/A
Royal Bk Scotland Group PLC
Q3 2017 Filed on Nov 06, 2017
15,950
N/A
Du Pont E I De Nemours & CO
Q3 2017 Filed on Nov 06, 2017
4,246
N/A
Transcanada Corp
Q3 2017 Filed on Nov 06, 2017
50,880
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2017 Filed on Nov 06, 2017
4,650
$52.7 - $55.15 $245K - $256K
AMAT
Applied Materials Inc

Technology
Q3 2017 Filed on Nov 06, 2017
6,269
$42.03 - $52.09 $263K - $327K
MET
Metlife Inc

Financial Services
Q3 2017 Filed on Nov 06, 2017
20,432
$46.68 - $51.95 $954K - $1.06M
Dow Chem CO
Q3 2017 Filed on Nov 06, 2017
77,306
N/A
Twenty First Centy Fox Inc
Q3 2017 Filed on Nov 06, 2017
30,530
N/A
CINF
Cincinnati Financial Corp

Financial Services
Q3 2017 Filed on Nov 06, 2017
40,628
$73.67 - $80.52 $2.99M - $3.27M
Government Pptys Income Tr
Q3 2017 Filed on Nov 06, 2017
192,744
N/A
Royal Bk Scotland Group PLC
Q3 2017 Filed on Nov 06, 2017
48,550
N/A
DXC
Dxc Technology CO

Technology
Q3 2017 Filed on Nov 06, 2017
2,900
$67.03 - $74.32 $194K - $216K
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