Summit Financial, LLC ETFs

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$641,000 0.02% of portfolio
7,000
Q4 2024 Reduced 5.62%
$0
$640,000 0.02% of portfolio
7,609
Q4 2024 Added 1.2%
$0
$634,000 0.02% of portfolio
55,035
Q4 2024 Added 4.87%
$0
$622,000 0.02% of portfolio
6,887
Q4 2024 Added 7.91%
$0
$622,000 0.02% of portfolio
4,286
Q4 2024 Added 92.28%
$0
$611,000 0.02% of portfolio
3,256
Q4 2024 Added 30.71%
$0
$590,000 0.02% of portfolio
11,578
Q4 2024 Added 1.69%
$0
$586,000 0.02% of portfolio
8,911
Q4 2024 Added 4.54%
$0
$574,000 0.02% of portfolio
6,382
Q4 2024 Reduced 3.74%
$0
$572,000 0.02% of portfolio
30,931
Q4 2024 Added 244.21%
$0
$562,000 0.02% of portfolio
5,805
Q4 2024 Added 30.77%
$0
$553,000 0.02% of portfolio
9,507
Q4 2024 Reduced 21.86%
$0
$539,000 0.02% of portfolio
11,380
Q4 2024 New
$0
$520,000 0.02% of portfolio
5,175
Q3 2024 New
$0
$516,000 0.02% of portfolio
8,860
Q4 2024 Reduced 2.38%
$0
$514,000 0.02% of portfolio
2,029
Q4 2024 Reduced 1.36%
$0
$480,000 0.02% of portfolio
6,836
Q3 2024 New
$0
$479,000 0.02% of portfolio
10,980
Q4 2024 Added 3.68%
$0
$475,000 0.02% of portfolio
4,672
Q4 2024 Added 3.41%
$0
$474,000 0.02% of portfolio
3,910
Q4 2024 Added 3.11%
$0
$467,000 0.02% of portfolio
3,451
Q3 2024 Reduced 7.88%
$0
$452,000 0.02% of portfolio
5,277
Q4 2024 New
$0
$452,000 0.02% of portfolio
3,446
Q4 2024 Added 13.28%
$0
$449,000 0.02% of portfolio
7,605
Q4 2024 Reduced 0.22%
$0
$444,000 0.02% of portfolio
16,247
Q4 2024 Added 3.44%
$0
$443,000 0.02% of portfolio
12,055
Q4 2024 Reduced 23.85%
$0
$406,000 0.01% of portfolio
2,621
Q3 2024 New
$0
$403,000 0.01% of portfolio
7,934
Q4 2024 Added 1.87%
$0
$397,000 0.01% of portfolio
2,393
Q2 2024 Added 45.65%
$0
$395,000 0.01% of portfolio
5,655
Q3 2024 Reduced 6.78%
$0
$382,000 0.01% of portfolio
17,556
Q4 2024 New
$0
$350,000 0.01% of portfolio
15,549
Q4 2024 New
$0
$334,000 0.01% of portfolio
2,322
Q4 2024 Reduced 2.56%
$0
$328,000 0.01% of portfolio
6,177
Q4 2024 Added 53.69%
$0
$323,000 0.01% of portfolio
3,943
Q4 2024 Reduced 35.25%
$0
$321,000 0.01% of portfolio
6,499
Q4 2024 Added 0.46%
$0
$320,000 0.01% of portfolio
9,190
Q4 2024 New
$0
$318,000 0.01% of portfolio
13,378
Q4 2024 Reduced 4.2%
$0
$315,000 0.01% of portfolio
4,162
Q4 2024 New
$0
$304,000 0.01% of portfolio
6,382
Q4 2024 Reduced 71.75%
$0
$291,000 0.01% of portfolio
5,555
Q4 2024 New
$0
$286,000 0.01% of portfolio
5,283
Q4 2024 Added 33.21%
$0
$286,000 0.01% of portfolio
6,204
Q4 2024 Added 22.03%
$0
$279,000 0.01% of portfolio
2,903
Q4 2024 Reduced 10.24%
$46.4B
$268,000 0.01% of portfolio
3,606
Q4 2024 New
$0
$265,000 0.01% of portfolio
3,955
Q4 2024 Reduced 80.99%
$1.09B
$262,000 0.01% of portfolio
2,927
Q4 2024 New
$0
$253,000 0.01% of portfolio
3,173
Q4 2024 New
$0
$251,000 0.01% of portfolio
1,579
Q4 2024 New
Filter Shares Options
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC 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 Financial, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email