Summit Financial Strategies, Inc. Direxion Daily S&P 500 Bull 3 X Transaction History

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Direxion Daily S&P 500 Bull 3 X stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,285 shares of SPXL stock, worth $602,206. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,285

Previous 3,076 6.79%

Holding current value

$602,206

Previous $449,000 19.82%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$122.74 - $163.95 $25,652 - $34,265	209 Added 6.79%	3,285 $538,000
Q2 2024 Jul 19, 2024	SELL	$112.55 - $149.03 $22,510 - $29,806	-200 Reduced 6.11%	3,076 $449,000
Q4 2023 Feb 13, 2024	SELL	$68.33 - $105.0 $121,422 - $186,585	-1,777 Reduced 35.17%	3,276 $340,000
Q4 2022 Jan 20, 2023	BUY	$52.77 - $75.59 $13,192 - $18,897	250 Added 5.21%	5,053 $0
Q2 2022 Jul 25, 2022	BUY	$60.24 - $123.53 $65,059 - $133,412	1,080 Added 29.01%	4,803 $315,000
Q1 2022 May 04, 2022	BUY	$93.76 - $145.95 $53,161 - $82,753	567 Added 17.97%	3,723 $446,000
Q4 2021 Feb 03, 2022	SELL	$106.46 - $145.78 $94,217 - $129,015	-885 Reduced 21.9%	3,156 $453,000
Q3 2021 Nov 10, 2021	SELL	$104.04 - $125.42 $12,900 - $15,552	-124 Reduced 2.98%	4,041 $432,000
Q1 2021 May 11, 2021	BUY	$69.26 - $84.95 $13,852 - $16,990	200 Added 5.04%	4,165 $354,000
Q4 2020 Feb 05, 2021	SELL	$48.14 - $72.25 $44,481 - $66,759	-924 Reduced 18.9%	3,965 $286,000
Q2 2020 Jul 31, 2020	BUY	$22.59 - $48.48 $110,442 - $237,018	4,889 New	4,889 $204,000
Q1 2020 May 11, 2020	SELL	$17.55 - $75.83 $89,856 - $388,249	-5,120 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$45.73 - $55.74 $51,309 - $62,540	1,122 Added 28.06%	5,120 $268,000
Q2 2019 Aug 08, 2019	SELL	$42.1 - $52.41 $66,181 - $82,388	-1,572 Reduced 28.22%	3,998 $205,000
Q1 2019 May 14, 2019	BUY	$30.49 - $47.92 $169,829 - $266,914	5,570 New	5,570 $260,000
Q4 2018 Feb 06, 2019	SELL	$27.54 - $54.92 $147,283 - $293,712	-5,348 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$38.93 - $54.48 $18,686 - $26,150	480 Added 9.86%	5,348 $221,000
Q4 2017 Jan 29, 2018	BUY	$38.76 - $45.39 $188,683 - $220,958	4,868	4,868 $216,000

Others Institutions Holding SPXL

# of Institutions

157

Shares Held

7.32M

Call Options Held

1.66M

Put Options Held

1.02M

View Full List

About DIREXION DAILY S&P 500 BULL 3X

Ticker SPXL
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Summit Financial Strategies, Inc. Direxion Daily S&P 500 Bull 3 X Transaction History