Summit Financial Wealth Advisors, LLC PIMCO ETF TR Transaction History

Summit Financial Wealth Advisors, LLC

  • $632 Million
  • Q4 2025
Number of Shares
276,822
Previous 209,388 32.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 27, 2026
BUY
N/A
67,434 Added 32.21%
276,822 $0
Q3 2025

Oct 03, 2025
BUY
N/A
147,542 Added 238.56%
209,388 $0
Q2 2025

Sep 29, 2025
BUY
N/A
61,846 New
61,846 $0
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