Summit Financial Wealth Advisors LLC trimmed its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 25.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 15,948 shares of the pharmacy operator’s stock after selling 5,475 shares during the period. Summit Financial Wealth Advisors […]

Summit Financial Wealth Advisors LLC increased its holdings in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 20.6% in the third quarter, Holdings Channel reports. The firm owned 154,347 shares of the company’s stock after buying an additional 26,361 shares during the quarter. Summit Financial Wealth Advisors LLC’s holdings in […]

Summit Financial Wealth Advisors LLC lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 1.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 208,142 shares of the exchange traded fund’s stock […]