Summit Financial, LLC Simpl Exch Traded Fds Sht Term Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Simpl Exch Traded Fds Sht Term stock. As of the latest transaction made, Summit Financial, LLC holds 66,549 shares of TUA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

66,549

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	N/A	66,549 New	66,549 $0

Others Institutions Holding TUA

# of Institutions

Shares Held

17.2M

Call Options Held

31K

Put Options Held

60.6K

Southern Farm Bureau Life Insurance

2.97M
Shares

$0
7.66% of portfolio
Ae Wealth Management LLC

1.98M
Shares

$0
0.0% of portfolio
Ferguson Shapiro LLC

1.9M
Shares

$0
0.0% of portfolio
Reuter James Wealth Management, LLC Oklahoma City, OK

1.12M
Shares

$0
0.0% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.1M
Shares

$0
10.73% of portfolio

View Full List

About SIMPL EXCH TRADED FDS SHT TERM

Ticker TUA

More about TUA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account