SUMMIT WEALTH GROUP LLC / CO
Position in XIDE — FT Vest U.S. Equity Buffer & Premium Income ETF - December
CIK 2081278
COLORADO SPRINGS, CO
All Filings in XIDE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XIDE | $222,704 | 7,501 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 XIDE | $226,230 | 7,501 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 XIDE | $227,565 | 7,501 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||