Summit Financial Strategies, Inc. United States Oil Fund, LP Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in United States Oil Fund, LP stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,925 shares of USO stock, worth $213,905. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,925
Previous 2,928 0.1%
Holding current value
$213,905
Previous $233,000 12.45%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$66.96 - $81.54 $200 - $244
-3 Reduced 0.1%
2,925 $204,000
Q1 2024

May 09, 2024
BUY
$65.77 - $78.73 $192,574 - $230,521
2,928 New
2,928 $230,000
Q3 2023

Oct 24, 2023
BUY
$63.39 - $82.9 $185,415 - $242,482
2,925 New
2,925 $236,000
Q4 2022

Jan 20, 2023
BUY
$62.74 - $76.98 $183,514 - $225,166
2,925 New
2,925 $0
Q2 2022

Jul 25, 2022
SELL
$72.3 - $91.99 $22,557 - $28,700
-312 Reduced 9.64%
2,925 $235,000
Q1 2022

May 04, 2022
BUY
$54.83 - $85.43 $177,484 - $276,536
3,237 New
3,237 $240,000

Others Institutions Holding USO

# of Institutions
218
Shares Held
6.7M
Call Options Held
19.9M
Put Options Held
8.41M
View Full List

About United States Oil Fund, LP

USO Quotes by TradingView
  • Ticker USO
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 71,223,603
  • Market Cap $5.21B
More about USO
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