Summit Financial Wealth Advisors, LLC ETN Holdings History
Summit Financial Wealth Advisors, LLC's Eaton Corp PLC Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 22,211.00 shares of Eaton Corp PLC(ETN), totaling $6.04 Mil. This investment constitutes 1.2% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.01% of the outstanding Eaton Corp PLC(ETN) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Wealth Advisors, LLC has made 15 purchases of ETN, at an average price of $92.98, for a total of 95,060.00 shares. In addition, there have been 15 sales at an average price of $172.19 for 72,849.00 shares. Based on historical transaction data and ETN's current price of $384.90, Summit Financial Wealth Advisors, LLC's estimated gain on his ETN holdings is $12.25 Mil, reflecting a 138.64% gain to date.
Summit Financial Wealth Advisors, LLC ETN ($384.90) Holding Chart
Summit Financial Wealth Advisors, LLC ETN ($384.90) 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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