Summit Financial Wealth Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Summit Financial Wealth Advisors, LLC

  • $632 Million
  • Q4 2025
Number of Shares
11,437
Previous 12,055 5.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
N/A
-618 Reduced 5.13%
11,437 $0
Q3 2025

Oct 03, 2025
SELL
N/A
-4,925 Reduced 29.0%
12,055 $0
Q2 2025

Sep 29, 2025
BUY
N/A
16,980 New
16,980 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-2,079 Reduced 26.74%
5,695 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-4,963 Reduced 38.97%
7,774 $0
Q1 2024

May 02, 2024
SELL
N/A
-1,496,471 Reduced 99.16%
12,737 $0
Q4 2023

Jan 19, 2024
SELL
N/A
-44,517 Reduced 2.87%
1,509,208 $0
Q3 2023

Nov 13, 2023
SELL
N/A
-26,713 Reduced 1.69%
1,553,725 $0
Q2 2023

Jul 12, 2023
BUY
N/A
1,580,438 New
1,580,438 $0
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