Summit Financial Wealth Advisors, LLC RTX Holdings History
Summit Financial Wealth Advisors, LLC's RTX Corp Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 107,606.00 shares of RTX Corp(RTX), totaling $14.25 Mil. This investment constitutes 2.83% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.01% of the outstanding RTX Corp(RTX) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Wealth Advisors, LLC has made 11 purchases of RTX, at an average price of $93.72, for a total of 147,135.00 shares. In addition, there have been 15 sales at an average price of $112.69 for 39,529.00 shares. Based on historical transaction data and RTX's current price of $155.22, Summit Financial Wealth Advisors, LLC's estimated gain on his RTX holdings is $7.37 Mil, reflecting a 53.44% gain to date.
Summit Financial Wealth Advisors, LLC RTX ($155.22) Holding Chart
Summit Financial Wealth Advisors, LLC RTX ($155.22) 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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