Summit Financial, LLC Purchases and Sells in Q3 2024

Summit Financial, LLC

$2.54 Billion
Q3 2024

Top Buys

Incresed Positions

316 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	52.2K + 25.69%	$207.23 - $234.82 $10.8M - $12.3M	255K $59.5M
VOO	29K + 58.27%	$475.2 - $527.7 $13.8M - $15.3M	78.7K $41.5M
META	22.2K + 59.53%	$453.41 - $572.44 $10.1M - $12.7M	59.5K $34.1M
IVV	17K + 39.96%	$520.18 - $576.82 $8.84M - $9.81M	59.5K $34.3M
SPY	11.4K + 15.03%	$517.38 - $573.86 $5.88M - $6.52M	86.9K $49.9M
NFLX	10.9K + 121.5%	$598.55 - $722.26 $6.5M - $7.84M	19.8K $14M

New Holdings

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHR	152K New	$48.4 - $50.91 $7.37M - $7.75M	152K $7.7M
SUN	71.2K New	$50.23 - $58.53 $3.58M - $4.17M	71.2K $3.82M
VXF	16.8K New	$163.98 - $182.92 $2.76M - $3.07M	16.8K $3.06M
FTEC	13.8K New	$152.9 - $180.39 $2.11M - $2.49M	13.8K $2.41M
STPZ	21.4K New	$51.45 - $52.96 $1.1M - $1.14M	21.4K $1.13M
LMBS	22.3K New	$47.95 - $49.61 $1.07M - $1.11M	22.3K $1.1M

Top Sells

Reduced Positions

140 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-14.9K - 6.23%	$341.08 - $391.94 $5.07M - $5.83M	224K $86M
SMCI	-2.5K - 83.6%	$386.46 - $909.96 $965K - $2.27M	490 $204K
LLY	-1.89K - 22.57%	$772.14 - $960.02 $1.46M - $1.81M	6.48K $5.74M
DVN	-24.1K - 66.83%	$37.87 - $48.65 $914K - $1.17M	12K $468K
PSX	-5.4K - 21.38%	$125.0 - $147.17 $675K - $795K	19.9K $2.61M
ITB	-10K - 77.72%	$97.52 - $128.64 $977K - $1.29M	2.87K $364K

Activity Summary All Purchases 387 New Holdings 71 Increased Positions 316 All Sells 140 Reductions 140 Sold out 0 Calls 0 Puts 0

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