Summit Wealth Group, LLC EAGL Holdings History
Summit Wealth Group, LLC's Eagle Capital Select Equity ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 365,972.00 shares of Eagle Capital Select Equity ETF(EAGL), totaling $10.25 Mil. This investment constitutes 3% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.43% of the outstanding Eagle Capital Select Equity ETF(EAGL) stock.
The initial trade took place in 2024Q1. And since then Summit Wealth Group, LLC has made 2 purchases of EAGL, at an average price of $25.18, for a total of 406,692.00 shares. In addition, there have been 1 sales at an average price of $28.17 for 40,720.00 shares. Based on historical transaction data and EAGL's current price of $30.46, Summit Wealth Group, LLC's estimated gain on his EAGL holdings is $2.05 Mil, reflecting a 20.05% gain to date.
Summit Wealth Group, LLC EAGL ($30.46) Holding Chart
Summit Wealth Group, LLC EAGL ($30.46) 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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