Summit Financial, LLC
Position in PPTY — U.S. Diversified Real Estate ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in PPTY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PPTY | $2,072,419 | 68,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 PPTY | $4,382,761 | 145,568 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 PPTY | $4,395,241 | 141,814 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||