Institutions / Summit Wealth Group LLC / Co / Activity
Activity — Summit Wealth Group LLC / Co
235 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Exit | Nushares ETF Trust Common stock | $-755.8K | -17K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 67092P508 Common stock | $-724.1K | -21K -100.00% | 0 | low |
| Q4 2025 as of | Exit | FB Bancorp, Inc. /MD Common stock | $-721.2K | -4K -100.00% | 0 | low |
| Q4 2025 as of | Exit | BKV BKV Corp Common Stock | $-713.4K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | WLK Westlake Corp Common Stock | $-713.2K | -10K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Yelp Inc Common stock | $-666.1K | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | SPRU Spruce Power Holding Corp Common Stock | $-642.6K | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Fulcrum Therapeutics, Inc. Common stock | $-616.3K | -533 -100.00% | 0 | low |
| Q4 2025 as of | Exit | Lam Research Corp Common stock | $-610.0K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Carnival Corp Ltd. Common stock | $-596.8K | -1K -100.00% | 0 | low |
| Q4 2025 as of | Exit | First Trust Exchange-Traded Fund VIII Common stock | $-595.0K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Axis Capital Holdings Ltd Common stock | $-592.4K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 233051432 Common stock | $-590.7K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Rayonier Inc Common stock | $-584.9K | -14K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Utz Brands, Inc. Common stock | $-580.3K | -18K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Kimco Realty Corporation Common stock | $-553.0K | -4K -100.00% | 0 | low |
| Q4 2025 as of | Exit | COTY Coty Inc. Common Stock | $-548.4K | -12K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 46429B663 Common stock | $-543.0K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Unity Software Inc. Common stock | $-527.6K | -20K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Keysight Technologies, Inc. Common stock | $-527.2K | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Vanda Pharmaceuticals Inc Common stock | $-519.5K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 74347B680 Common stock | $-519.4K | -11K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 389637109 Common stock | $-510.9K | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Nextnav Inc. Common stock | $-510.1K | -18K -100.00% | 0 | low |
| Q4 2025 as of | Exit | TZOO Travelzoo Common Stock | $-508.9K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Evergy, Inc. Common stock | $-502.3K | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Box Inc Common stock | $-478.7K | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 78464A391 Common stock | $-478.4K | -13K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Ziff Davis Inc Common stock | $-469.2K | -10K -100.00% | 0 | low |
| Q4 2025 as of | Exit | CLS Celestica Inc Common Stock | $-467.3K | -1K -100.00% | 0 | low |
| Q4 2025 as of | Exit | PAG Penske Automotive Group, Inc. Common Stock | $-466.0K | -10K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Veeva Systems Inc Common stock | $-464.2K | -12K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Jones Lang LaSalle Inc Common stock | $-455.5K | -1K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 81369Y209 Common stock | $-452.9K | -10K -100.00% | 0 | low |
| Q4 2025 as of | Exit | FactSet Research Systems Inc Common stock | $-440.3K | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Weatherford International PLC Common stock | $-422.8K | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Bright Minds Biosciences Inc. Common stock | $-418.4K | -6K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 81369Y886 Common stock | $-416.1K | -4K -100.00% | 0 | low |
| Q4 2025 as of | Exit | First Trust Exchange-Traded Fund VIII Common stock | $-413.5K | -5K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 50186V102 Common stock | $-409.9K | -5K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Atmos Energy Corp Common stock | $-397.2K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Ralph Lauren Corp Common stock | $-397.1K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Brunswick Corp Common stock | $-395.8K | -6K -100.00% | 0 | low |
| Q4 2025 as of | Exit | LyondellBasell Industries N.V. Common stock | $-389.4K | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Skywest Inc Common stock | $-388.7K | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Joby Aviation, Inc. Common stock | $-387.4K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Stock Yards Bancorp, Inc. Common stock | $-384.5K | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 78467Y107 Common stock | $-377.6K | -4K -100.00% | 0 | low |
| Q4 2025 as of | Exit | T Rowe Price Group Inc Common stock | $-373.9K | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 372303206 Common stock | $-368.6K | -608 -100.00% | 0 | low |