Summit Financial Strategies, Inc. Purchases and Sells in Q3 2025

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

Top Buys

Incresed Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
4.95K
+ 3.61%
$620.67 - $670.08 $3.07M - $3.31M
142K $95.1M
131K
+ 6.09%
$46.37 - $47.77 $6.07M - $6.25M
2.28M $108M
2.64K
+ 0.07%
$30.76 - $33.01 $81.1K - $87K
3.85M $126M
65K
+ 9.43%
$62.09 - $66.51 $4.03M - $4.32M
754K $49.2M
16.1K
+ 6.7%
$108.46 - $120.63 $1.75M - $1.95M
257K $30.6M
57K
+ 2.93%
$45.26 - $46.63 $2.58M - $2.66M
2.01M $92.7M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
3.27K
New
$106.99 - $114.46 $350K - $374K
3.27K $372K
875
New
$224.68 - $282.71 $197K - $247K
875 $244K
757
New
$244.75 - $305.63 $185K - $231K
757 $227K
1.32K
New
$148.97 - $165.88 $197K - $219K
1.32K $217K
2.26K
New
$80.93 - $93.55 $183K - $211K
2.26K $210K
6.3K
New
$29.55 - $32.52 $186K - $205K
6.3K $201K
View all

Top Sells

Reduced Positions

61 operations
Stock Shares change Price Range Shares Held Trade History
-95
- 0.07%
$19.28 - $25.08 $1.83K - $2.38K
143K $2.9M
-196
- 13.52%
$457.26 - $524.37 $89.6K - $103K
1.25K $573K
-13.5K
- 2.81%
$22.9 - $23.58 $308K - $317K
465K $10.9M
-2
- 0.01%
$52.79 - $67.39 $106 - $135
13.4K $745K
-451
- 0.53%
$17.11 - $18.16 $7.72K - $8.19K
84.7K $1.45M
-105
- 14.98%
$695.21 - $791.73 $73K - $83.1K
596 $437K
View all
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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