Summit Financial Strategies, Inc. Purchases and Sells in Q1 2025

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

Top Buys

Incresed Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
1.82M
+ 1774.66%
$45.56 - $47.23 $83.1M - $86.2M
1.93M $90.6M
80.7K
+ 2.12%
$25.54 - $28.79 $2.06M - $2.32M
3.89M $108M
154K
+ 8.88%
$44.41 - $45.98 $6.85M - $7.09M
1.89M $86.4M
22.8K
+ 2.69%
$57.11 - $62.4 $1.3M - $1.42M
867K $52.2M
34.2K
+ 224.99%
$50.48 - $51.04 $1.73M - $1.75M
49.4K $2.51M
6K
+ 59.78%
$151.4 - $174.01 $909K - $1.04M
16K $2.43M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
12.3K
New
$48.34 - $49.66 $595K - $611K
12.3K $599K
7.31K
New
$49.56 - $49.78 $362K - $364K
7.31K $363K
2.21K
New
$91.75 - $115.81 $202K - $255K
2.21K $216K
1.25K
New
$167.43 - $244.7 $209K - $306K
1.25K $209K
2.2K
New
$80.96 - $92.96 $178K - $205K
2.2K $202K
View all

Top Sells

Reduced Positions

56 operations
Stock Shares change Price Range Shares Held Trade History
-171K
- 4.21%
$21.23 - $23.75 $3.62M - $4.05M
3.88M $83.6M
-2.52K
- 1.81%
$247.97 - $296.33 $624K - $745K
136K $34.3M
-53.3K
- 2.75%
$25.58 - $29.24 $1.36M - $1.56M
1.89M $49.4M
-36.7K
- 3.36%
$23.16 - $27.04 $851K - $993K
1.06M $24.8M
-3.15K
- 12.67%
$375.39 - $447.2 $1.18M - $1.41M
21.7K $8.15M
-146
- 0.21%
$209.68 - $247.1 $30.6K - $36.1K
69.7K $15.5M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
12K
New
$1.12 - $1.66 $13.4K - $19.9K
12K $16K
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 0
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