Sierra Summit Advisors LLC DAVE INC Transaction History

Sierra Summit Advisors LLC

  • $562 Billion
  • Q2 2025
Number of Shares
4,805
Previous 8,103 40.7%
Holding current value
$1.29 Billion
Previous $670 Million 92.55%
% of portfolio
0.23%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-3,298 Reduced 40.7%
4,805 $1.29 Billion
Q1 2025

May 12, 2025
BUY
N/A
2,228 Added 37.92%
8,103 $670 Million
Q4 2024

Feb 13, 2025
BUY
N/A
5,875 New
5,875 $511 Million
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