Summit Financial Strategies, Inc. Civista Bancshares, Inc. Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Civista Bancshares, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 144,608 shares of CIVB stock, worth $3.23 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
144,608
Previous 148,858
2.86%
Holding current value
$3.23 Million
Previous $2.31 Million
11.76%
% of portfolio
0.31%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding CIVB
# of Institutions
103Shares Held
8.06MCall Options Held
800Put Options Held
0-
Black Rock Inc. New York, NY1.45MShares$32.4 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA845KShares$18.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX809KShares$18.1 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6464KShares$10.4 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA357KShares$7.97 Million0.0% of portfolio
About CIVISTA BANCSHARES, INC.
- Ticker CIVB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 15,419,100
- Market Cap $344M
- Description
- Civista Bancshares, Inc. operates as the financial holding company for Civista Bank that provides community banking services. It collects a range of customer deposits; and offers commercial and agriculture, commercial and residential real estate, farm real estate, real estate construction, consumer, and other loans, as well as letters of credit....