Summit Financial Wealth Advisors, LLC Global X Funds Global X Artifi Transaction History

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Global X Funds Global X Artifi stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 29,500 shares of AIQ stock, worth $1.24 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
29,500
Previous 26,700 10.49%
Holding current value
$1.24 Million
Previous $992,000 14.82%
% of portfolio
0.23%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$36.57 - $40.57 $102,396 - $113,596
2,800 Added 10.49%
29,500 $1.14 Million
Q3 2024

Nov 13, 2024
BUY
$31.85 - $37.36 $63,063 - $73,972
1,980 Added 8.01%
26,700 $992,000
Q2 2024

Aug 12, 2024
BUY
$31.46 - $35.95 $126,469 - $144,519
4,020 Added 19.42%
24,720 $880,000
Q1 2024

May 02, 2024
BUY
$29.87 - $34.22 $394,284 - $451,704
13,200 Added 176.0%
20,700 $702,000
Q4 2023

Jan 19, 2024
BUY
$25.5 - $31.36 $191,250 - $235,200
7,500 New
7,500 $233,000

Others Institutions Holding AIQ

# of Institutions
347
Shares Held
30.3M
Call Options Held
32.6K
Put Options Held
22.2K
View Full List

About GLOBAL X FUNDS GLOBAL X ARTIFI

AIQ Quotes by TradingView
  • Ticker AIQ
  • Sector ETFs
  • Industry ETFs
More about AIQ
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email