SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
2.00M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+0.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 2K | 65.9K | ||
| Q2 2022 | share | Increase | 0.00% | 65.9K shares | 2.00M | 65.9K |