Summit Financial, LLC Strategy Shs Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Strategy Shs stock. As of the latest transaction made, Summit Financial, LLC holds 158,529 shares of HNDL stock, worth $3.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

158,529

Holding current value

$3.5 Million

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$21.41 - $22.28 $3.39 Million - $3.53 Million	158,529 New	158,529 $3.53 Million

Others Institutions Holding HNDL

# of Institutions

113

Shares Held

3.87M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

768K
Shares

$17 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

452K
Shares

$9.99 Million
4.93% of portfolio
Cambridge Investment Research Advisors, Inc.

389K
Shares

$8.59 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

205K
Shares

$4.52 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

134K
Shares

$2.96 Million
0.0% of portfolio

View Full List

About STRATEGY SHS

Ticker HNDL
Sector ETFs
Industry ETFs

More about HNDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Strategy Shs Transaction History