Number of Shares
173,304.00
Current Holdings Value*
$4.13 Mil
% of Portfolio
3.68%
Total Estimate Gain
$-4,889.09
% of Total Estimate Gain
-0.12%

SUMMIT INVESTMENT ADVISORS, INC.'s Franklin Senior Loan ETF Holding Summary

As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 173,304.00 shares of Franklin Senior Loan ETF(FLBL), totaling $4.13 Mil. This investment constitutes 3.68% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.39% of the outstanding Franklin Senior Loan ETF(FLBL) stock.

The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of FLBL, at an average price of $24.30, for a total of 173,304.00 shares. Based on historical transaction data and FLBL's current price of $24.27, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his FLBL holdings is $-4,889.09, reflecting a -0.12% gain to date.

SUMMIT INVESTMENT ADVISORS, INC. FLBL ($24.27) Holding Chart

SUMMIT INVESTMENT ADVISORS, INC. FLBL ($24.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1