Summit Financial Strategies, Inc. Advisorshares Dorsey Wright Ad Transaction History

Summit Financial Strategies, Inc.

$1.08 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 06, 2019	SELL	N/A	-4,379 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	4,379 New	4,379 $235,000

Others Institutions Holding AADR

# of Institutions

30

Shares Held

225K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

36.6K
Shares

$3.07 Million
0.0% of portfolio
Integrated Wealth Concepts LLC

32.2K
Shares

$2.7 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

29.8K
Shares

$2.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

26.8K
Shares

$2.25 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

13.9K
Shares

$1.17 Million
0.0% of portfolio

About ADVISORSHARES DORSEY WRIGHT AD

Ticker AADR
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