Summit Trail Advisors, LLC First Tr Exc Trd Fd Iv Ft Ener Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in First Tr Exc Trd Fd Iv Ft Ener stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 110,220 shares of EIPX stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
110,220
Previous 101,324 8.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
8,896 Added 8.78%
110,220 $0
Q2 2025

Aug 14, 2025
SELL
N/A
-1,928 Reduced 1.87%
101,324 $0
Q1 2025

Apr 28, 2025
BUY
N/A
4,110 Added 4.15%
103,252 $0
Q4 2024

Jan 29, 2025
BUY
N/A
22,286 Added 29.0%
99,142 $0
Q3 2024

Nov 12, 2024
BUY
N/A
76,856 New
76,856 $0

Others Institutions Holding EIPX

# of Institutions
41
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXC TRD FD IV FT ENER

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