Summit Wealth Group, LLC Closed Holding Positions

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
6
$121.38 - $150.86 $728 - $905
FRC
First Republic Bank

Financial Services
Q3 2021 Filed on Nov 12, 2021
30
$186.45 - $203.75 $5.59K - $6.11K
FTA
First Tr Large Cap Value

ETFs
Q3 2021 Filed on Nov 12, 2021
59
$63.75 - $67.86 $3.76K - $4K
FEX
First Tr Large Cap Core Alphde

ETFs
Q3 2021 Filed on Nov 12, 2021
64
$83.64 - $90.11 $5.35K - $5.77K
FLS
Flowserve Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
9
$34.24 - $43.23 $308 - $389
FTV
Fortive Corp

Technology
Q3 2021 Filed on Nov 12, 2021
4
$68.37 - $75.96 $273 - $304
GNUS
Genius Brands International, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
200
$1.36 - $1.78 $272 - $356
GPN
Global Payments Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
78
$156.58 - $195.16 $12.2K - $15.2K
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
17
$211.83 - $261.64 $3.6K - $4.45K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
10
$33.31 - $37.36 $333 - $374
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q3 2021 Filed on Nov 12, 2021
20
$91.91 - $110.37 $1.84K - $2.21K
SVC
Service Properties Trust

Real Estate
Q3 2021 Filed on Nov 12, 2021
12
$10.56 - $12.81 $127 - $154
INSG
Inseego Corp.

Technology
Q3 2021 Filed on Nov 12, 2021
1,000
$6.62 - $9.69 $6.62K - $9.69K
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
80
$66.26 - $74.12 $5.3K - $5.93K
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
142
$42.21 - $49.06 $5.99K - $6.97K
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
6
$219.29 - $299.67 $1.32K - $1.8K
FANG
Diamondback Energy, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
4
$67.88 - $99.6 $272 - $398
DLB
Dolby Laboratories, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
4
$88.0 - $101.89 $352 - $408
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
7
$466.02 - $540.47 $3.26K - $3.78K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
9
$67.35 - $79.55 $606 - $716
EWBC
East West Bancorp Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
190
$66.32 - $79.18 $12.6K - $15K
ENTG
Entegris Inc

Technology
Q3 2021 Filed on Nov 12, 2021
122
$111.63 - $134.83 $13.6K - $16.4K
EOG
Eog Resources Inc

Energy
Q3 2021 Filed on Nov 12, 2021
10
$64.26 - $85.99 $643 - $860
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
5
$137.79 - $171.99 $689 - $860
JLL
Jones Lang Lasalle Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
4
$185.09 - $253.08 $740 - $1.01K
EXC
Exelon Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
68
$31.95 - $36.27 $2.17K - $2.47K
EVRG
Evergy, Inc.

Utilities
Q3 2021 Filed on Nov 12, 2021
234
$61.39 - $69.26 $14.4K - $16.2K
EQIX
Equinix Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
6
$786.38 - $882.83 $4.72K - $5.3K
Corelogic Inc
Q2 2021 Filed on Nov 02, 2021
180
N/A
Extended Stay Amer Inc
Q2 2021 Filed on Nov 02, 2021
32
N/A
Iac Interactivecorp New
Q2 2021 Filed on Nov 02, 2021
60
N/A
NKE
Nike, Inc.

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
2,076
$62.8 - $104.58 $130K - $217K
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