| |
|
|
| Name: |
Summit Financial Wealth Advisors LLC |
| City: |
Lafayette |
| State: |
LA |
| Zip: |
70505 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NZF |
Nuveen Dividend Advantage M... |
134 |
Closed |
$12.04 |
$0 |
0 |
0% |
-210,000 |
-17,725 |
0 |
Closed - End Fund - Debt |
|
|
TU |
TELUS Corporation (USA) |
140 |
Closed |
$16.10 |
$0 |
0 |
0% |
-4,848,000 |
-272,415 |
0 |
Wireless Communications |
|
|
GOOGL |
Alphabet Inc |
139 |
Closed |
$168.65 |
$0 |
0 |
0% |
-235,000 |
-1,680 |
0 |
Search Engines & Info... |
|
|
DM |
Desktop Metal Ord Shs Class A |
138 |
Closed |
$0.00 |
$0 |
0 |
0% |
-11,000 |
-15,214 |
0 |
N/A |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
144 |
Closed |
$90.12 |
$0 |
0 |
0% |
-203,000 |
-2,050 |
0 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
137 |
Closed |
$476.20 |
$0 |
0 |
0% |
-624,000 |
-1,762 |
0 |
Internet Service Prov... |
|
|
NXP |
Nuveen Select Tax Free Inco... |
143 |
Closed |
$14.35 |
$0 |
0 |
0% |
-170,000 |
-11,492 |
0 |
Closed - End Fund - Debt |
|
|
GAPR |
Ft Cboe Vest Us Equity Mode... |
136 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,670,000 |
-81,550 |
0 |
N/A |
|
|
GSAT |
Globalstar, Inc. |
142 |
Closed |
$1.23 |
$0 |
0 |
0% |
-39,000 |
-20,000 |
0 |
Wireless Communications |
|
|
DNOW |
Now Inc. |
135 |
Closed |
$13.28 |
$0 |
0 |
0% |
-135,000 |
-11,900 |
0 |
N/A |
|
|
MCD |
McDonalds Corp |
141 |
Closed |
$275.00 |
$0 |
0 |
0% |
-335,000 |
-1,130 |
0 |
Restaurants |
|
