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

Summit Financial Strategies, Inc.

$914 Million
Q1 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

27

Shares Held

193K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

59.4K
Shares

$4.7 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

21.3K
Shares

$1.69 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

16.5K
Shares

$1.31 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

12.3K
Shares

$974,318
0.0% of portfolio
Envestnet Asset Management Inc

11.6K
Shares

$921,888
0.0% of portfolio

About ADVISORSHARES DORSEY WRIGHT AD

Ticker AADR
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