Summit Financial Wealth Advisors, LLC CBND Holdings History
Summit Financial Wealth Advisors, LLC's CBND Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 733,807.00 shares of CBND(CBND), totaling $21.30 Mil. This investment constitutes 4.23% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds -% of the outstanding CBND(CBND) stock.
The initial trade took place in 2024Q4. And since then Summit Financial Wealth Advisors, LLC has made 2 purchases of CBND, at an average price of $29.07, for a total of 733,807.00 shares. Based on historical transaction data and CBND's current price of $33.69, Summit Financial Wealth Advisors, LLC's estimated gain on his CBND holdings is $3.39 Mil, reflecting a 15.90% gain to date.
Summit Financial Wealth Advisors, LLC CBND ($33.69) Holding Chart
Summit Financial Wealth Advisors, LLC CBND ($33.69) 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 % | |||
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