Summit Financial, LLC Cushing Mlp & Infrastructure Total Return Fund Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Cushing Mlp & Infrastructure Total Return Fund stock. As of the latest transaction made, Summit Financial, LLC holds 43,278 shares of SRV stock, worth $1.88 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
43,278
Previous 35,932
20.44%
Holding current value
$1.88 Million
Previous $1.52 Million
30.37%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SRV
# of Institutions
35Shares Held
417KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC75.1KShares$3.26 Million0.0% of portfolio
-
Morgan Stanley New York, NY54.6KShares$2.37 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.37.9KShares$1.64 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ31.3KShares$1.36 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC26KShares$1.13 Million0.04% of portfolio
About CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND
- Ticker SRV
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cushing MLP Total Return Fund is a closed-ended balanced mutual fund launched by Swank Capital, LLC. The fund is managed by Swank Energy Income Advisors L.P. It invests in the public equity and fixed income markets across the globe with a focus in United States. The fund typically invests in MLPs, Other Natural Resource Companies, and global com...