A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Eli Lilly & CO stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 296 shares of LLY stock, worth $226,354. This represents 0.09% of its overall portfolio holdings.

Number of Shares
296
Holding current value
$226,354
% of portfolio
0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$772.14 - $960.02 $228,553 - $284,165
296 New
296 $262,000
Q2 2022

Aug 02, 2022

BUY
$278.73 - $327.27 $464,364 - $545,231
1,666 New
1,666 $540,000
Q3 2019

Nov 12, 2019

SELL
$106.79 - $116.16 $242,520 - $263,799
-2,271 Closed
0 $0
Q1 2019

May 08, 2019

SELL
$111.31 - $131.02 $1,224 - $1,441
-11 Reduced 0.48%
2,271 $295,000
Q4 2018

Feb 08, 2019

BUY
$105.9 - $118.64 $241,663 - $270,736
2,282 New
2,282 $264,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $727B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. 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 Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.