Summit Financial, LLC
Position in BWX — State Street(R) SPDR(R) Bloomberg International Treasury Bond ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in BWX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,298 | 11,499 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $264,607 | 12,055 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,522 | 12,096 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $268,893 | 11,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $201,144 | 8,563 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||