Summit Financial Wealth Advisors, LLC Alps Sector Dividend Dogs ETF Transaction History

Summit Financial Wealth Advisors, LLC

$490 Million
Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Alps Sector Dividend Dogs ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 9,577 shares of SDOG stock, worth $566,766. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,577

Previous 9,117 5.05%

Holding current value

$566,766

Previous $537,000 0.74%

% of portfolio

0.11%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$55.73 - $61.23 $25,635 - $28,165	460 Added 5.05%	9,577 $541,000
Q3 2024 Nov 13, 2024	BUY	$52.25 - $58.97 $77,486 - $87,452	1,483 Added 19.43%	9,117 $537,000
Q2 2024 Aug 12, 2024	BUY	$50.92 - $54.4 $388,723 - $415,289	7,634 New	7,634 $403,000
Q4 2018 Feb 01, 2019	SELL	$37.25 - $46.28 $169,524 - $210,620	-4,551 Closed	0 $0
Q3 2018 Oct 22, 2018	BUY	$44.31 - $46.68 $201,654 - $212,440	4,551 New	4,551 $201,000

Others Institutions Holding SDOG

# of Institutions

166

Shares Held

7.12M

Call Options Held

Put Options Held

View Full List

About ALPS SECTOR DIVIDEND DOGS ETF

Ticker SDOG
Sector ETFs
Industry ETFs

More about SDOG

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Summit Financial Wealth Advisors, LLC Alps Sector Dividend Dogs ETF Transaction History