Summit Financial, LLC
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in AGOX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,136 | 7,188 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $205,289 | 7,188 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $236,113 | 7,692 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||