Realty Income shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Realty Income (O) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Realty Income
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All positions including Realty Income held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $480k | 9.1k | 52.82 |
2024-03-31 | $278k | 5.1k | 54.10 |
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