A detailed history of Summit Financial Strategies, Inc. transactions in Cardlytics, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 14,000 shares of CDLX stock, worth $54,180. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,000
Previous 14,000 -0.0%
Holding current value
$54,180
Previous $114,000 61.4%
% of portfolio
0.01%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023

BUY
$2.6 - $8.98 $36,400 - $125,720
14,000 New
14,000 $47,000

Others Institutions Holding CDLX

About Cardlytics, Inc.


  • Ticker CDLX
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Advertising Agencies
  • Shares Outstandng 32,893,800
  • Market Cap $127M
  • Description
  • Cardlytics, Inc. operates an advertising platform in the United States and the United Kingdom. It offers Cardlytics platform, a proprietary native bank advertising channel that enables marketers to reach customers through their network of financial institution partners through digital channels, such as online, mobile applications, email, and var...
More about CDLX
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