Number of Shares
107,606.00
Current Holdings Value*
$14.25 Mil
% of Portfolio
2.83%
Total Estimate Gain
$7.46 Mil
% of Total Estimate Gain
54.12%

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 $156.10, Summit Financial Wealth Advisors, LLC's estimated gain on his RTX holdings is $7.46 Mil, reflecting a 54.12% gain to date.

Summit Financial Wealth Advisors, LLC RTX ($156.10) Holding Chart

Summit Financial Wealth Advisors, LLC RTX ($156.10) 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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