Summit Financial Strategies, Inc. Cardlytics, Inc. Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
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 $27,300. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,000
Previous 14,000
-0.0%
Holding current value
$27,300
Previous $23,000
47.83%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CDLX
# of Institutions
102Shares Held
27.4MCall Options Held
294KPut Options Held
394K-
Cliff Sosin Cas Investment Partners, LLC | New York, Ny5.61MShares$10.9 Million0.45% of portfolio
-
Black Rock Inc. New York, NY3.15MShares$6.15 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$4.71 Million0.0% of portfolio
-
683 Capital Management, LLC New York, NY1.65MShares$3.22 Million0.21% of portfolio
-
Kps Global Asset Management Uk LTD London, X01.22MShares$2.38 Million0.38% of portfolio
About Cardlytics, Inc.
- Ticker CDLX
- Exchange NASDAQ
- Sector Communication Services
- Industry Advertising Agencies
- Shares Outstandng 32,893,800
- Market Cap $64.1M
- 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...