Summit Financial Strategies, Inc. Purchases and Sells in Q2 2025

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 2025

Top Buys

Incresed Positions

67 operations
Stock Shares change Price Range Shares Held Trade History
5.01K
+ 3.79%
$498.8 - $620.9 $2.5M - $3.11M
137K $85.2M
222K
+ 11.5%
$45.9 - $47.2 $10.2M - $10.5M
2.15M $101M
1.3K
+ 0.15%
$53.08 - $68.54 $69.1K - $89.2K
869K $59.5M
57.2K
+ 9.05%
$51.16 - $62.02 $2.92M - $3.54M
689K $42.7M
3.22K
+ 2.36%
$219.76 - $276.94 $708K - $892K
140K $38.6M
29.5K
+ 13.93%
$90.56 - $109.49 $2.67M - $3.23M
241K $26.3M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
4.41K
New
$75.17 - $91.21 $331K - $402K
4.41K $401K
4.21K
New
$34.8 - $64.85 $147K - $273K
4.21K $272K
3.51K
New
$59.32 - $74.36 $208K - $261K
3.51K $259K
1.87K
New
$74.01 - $144.25 $138K - $270K
1.87K $254K
8.7K
New
$26.33 - $28.94 $229K - $252K
8.7K $251K
799
New
$221.03 - $294.78 $177K - $236K
799 $235K
View all

Top Sells

Reduced Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
-108
- 0.41%
$483.48 - $539.8 $52.2K - $58.3K
26.4K $12.8M
-196
- 0.28%
$172.42 - $223.89 $33.8K - $43.9K
69.5K $14.3M
-19.3K
- 19.5%
$48.46 - $50.2 $937K - $971K
79.8K $3.96M
-4.68K
- 60.43%
$77.74 - $78.78 $364K - $368K
3.06K $240K
-15K
- 3.04%
$22.68 - $23.28 $341K - $350K
479K $11.1M
-133
- 1.08%
$99.93 - $119.04 $13.3K - $15.8K
12.2K $1.32M
View all
Activity Summary
Buys All Purchases 77 New Holdings 10 Increased Positions 67 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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