AWM
SUM

AE Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

AE Wealth Management’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,070
Closed -$532K – 2200
2023
Q3 		$532K Buy
+17,070
New +$532K ﹤0.01% 1343