Summit Financial Wealth Advisors, LLC NOBL Holdings History
Summit Financial Wealth Advisors, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 244,221.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $24.95 Mil. This investment constitutes 4.95% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.21% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.
The initial trade took place in 2018Q2. And since then Summit Financial Wealth Advisors, LLC has made 12 purchases of NOBL, at an average price of $66.68, for a total of 560,286.00 shares. In addition, there have been 16 sales at an average price of $75.90 for 316,065.00 shares. Based on historical transaction data and NOBL's current price of $101.99, Summit Financial Wealth Advisors, LLC's estimated gain on his NOBL holdings is $11.54 Mil, reflecting a 30.88% gain to date.
Summit Financial Wealth Advisors, LLC NOBL ($101.99) Holding Chart
Summit Financial Wealth Advisors, LLC NOBL ($101.99) 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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