Summit Financial Wealth Advisors, LLC New Holdings in Q2 2024

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
15.2K
New
$34.53 - $37.67 $524K - $571K
15.2K $568K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
7.63K
New
$50.92 - $54.4 $389K - $415K
7.63K $403K
NVDA
Nvidia Corp

Technology
2.81K
New
$118.11 - $1224.4 $332K - $3.44M
2.81K $346K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.5K
New
$87.78 - $94.67 $307K - $331K
3.5K $321K
HPQ
Hp Inc

Technology
8.58K
New
$27.62 - $38.36 $237K - $329K
8.58K $300K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.8K
New
$72.31 - $79.02 $274K - $300K
3.8K $296K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
5.77K
New
$45.72 - $48.47 $264K - $280K
5.77K $279K
GOOGL
Alphabet Inc.

Communication Services
1.3K
New
$150.53 - $185.41 $196K - $242K
1.3K $237K
HPE
Hewlett Packard Enterprise CO

Technology
10.1K
New
$16.44 - $21.84 $166K - $221K
10.1K $213K
ALT
Altimmune, Inc.

Healthcare
27.8K
New
$5.91 - $10.23 $164K - $284K
27.8K $184K
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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