Summit Wealth Group, LLC Closed Holding Positions

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GLD
Spdr Gold Trust

ETFs
Q3 2021 Filed on Nov 12, 2021
30
$161.32 - $171.17 $4.84K - $5.14K
TT
Trane Technologies PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
47
$172.65 - $206.56 $8.11K - $9.71K
TFC
Truist Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
115
$52.18 - $60.15 $6K - $6.92K
OLED
Universal Display Corp Pa

Technology
Q3 2021 Filed on Nov 12, 2021
17
$170.96 - $234.49 $2.91K - $3.99K
VLO
Valero Energy Corp

Energy
Q3 2021 Filed on Nov 12, 2021
201
$60.2 - $78.07 $12.1K - $15.7K
VVV
Valvoline Inc

Energy
Q3 2021 Filed on Nov 12, 2021
13
$29.76 - $32.76 $387 - $426
Verso Corp
Q3 2021 Filed on Nov 12, 2021
82
N/A
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
58
$181.39 - $202.99 $10.5K - $11.8K
PARA
Paramount Global

Communication Services
Q3 2021 Filed on Nov 12, 2021
11
$63.79 - $76.19 $702 - $838
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
642
$13.25 - $15.13 $8.51K - $9.71K
WM
Waste Management Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
55
$141.17 - $155.85 $7.76K - $8.57K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q3 2021 Filed on Nov 12, 2021
300
$54.26 - $63.07 $16.3K - $18.9K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
94
$66.49 - $79.04 $6.25K - $7.43K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
31
$53.56 - $66.59 $1.66K - $2.06K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
426
$50.76 - $50.84 $21.6K - $21.7K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q3 2021 Filed on Nov 12, 2021
83
$51.92 - $53.01 $4.31K - $4.4K
RMR
Rmr Group Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
27
$33.2 - $46.34 $896 - $1.25K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
6
$74.77 - $85.47 $449 - $513
TECH
Bio Techne Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
3
$444.87 - $538.88 $1.33K - $1.62K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
18
$2067.55 - $2491.35 $37.2K - $44.8K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
4
$162.51 - $176.99 $650 - $708
BWXT
Bwx Technologies, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
138
$52.65 - $58.52 $7.27K - $8.08K
CAH
Cardinal Health Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
10
$49.46 - $59.99 $495 - $600
CBRE
Cbre Group, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
14
$80.54 - $98.61 $1.13K - $1.38K
CHX
Champion X Corp

Energy
Q3 2021 Filed on Nov 12, 2021
125
$20.78 - $26.17 $2.6K - $3.27K
CHKP
Check Point Software Technologies LTD

Technology
Q3 2021 Filed on Nov 12, 2021
15
$113.04 - $127.17 $1.7K - $1.91K
HTHT
Huazhu Group LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
148
$40.75 - $54.24 $6.03K - $8.03K
CME
Cme Group Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
231
$185.84 - $214.7 $42.9K - $49.6K
CNXC
Concentrix Corp

Technology
Q3 2021 Filed on Nov 12, 2021
40
$155.75 - $178.79 $6.23K - $7.15K
CTVA
Corteva, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
9
$40.93 - $46.06 $368 - $415
COST
Costco Wholesale Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
25
$394.53 - $467.75 $9.86K - $11.7K
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
5
$282.99 - $369.05 $1.41K - $1.85K
SAN
Banco Santander, S.A.

Financial Services
Q3 2021 Filed on Nov 12, 2021
102
$3.39 - $3.96 $346 - $404
CRWD
Crowd Strike Holdings, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
10
$232.8 - $286.37 $2.33K - $2.86K
FOXA
Fox Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
8
$34.72 - $40.25 $278 - $322
ABBV
Abb Vie Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
57
$106.4 - $120.78 $6.06K - $6.88K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
42
$72.81 - $94.4 $3.06K - $3.96K
ACM
Aecom

Industrials
Q3 2021 Filed on Nov 12, 2021
18
$58.83 - $67.0 $1.06K - $1.21K
Aethlon Med Inc
Q3 2021 Filed on Nov 12, 2021
20
N/A
ALC
Alcon Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
5
$68.18 - $87.25 $341 - $436
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
10
$145.08 - $221.87 $1.45K - $2.22K
ANSS
Ansys Inc

Technology
Q3 2021 Filed on Nov 12, 2021
20
$340.45 - $374.74 $6.81K - $7.49K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Nov 12, 2021
11
$226.79 - $299.17 $2.49K - $3.29K
AWI
Armstrong World Industries Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
5
$95.47 - $112.33 $477 - $562
ASML
Asml Holding Nv

Technology
Q3 2021 Filed on Nov 12, 2021
26
$673.69 - $889.33 $17.5K - $23.1K
TEAM
Atlassian Corp PLC

Technology
Q3 2021 Filed on Nov 12, 2021
9
$258.43 - $413.94 $2.33K - $3.73K
AVA
Avista Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
125
$39.06 - $44.24 $4.88K - $5.53K
CCI
Crown Castle International Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
7
$173.32 - $203.28 $1.21K - $1.42K
DXC
Dxc Technology CO

Technology
Q3 2021 Filed on Nov 12, 2021
17
$33.61 - $43.42 $571 - $738
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