Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 10, 2021

SELL
N/A
-10,457 Closed
0 $0
Q2 2021

Aug 11, 2021

BUY
N/A
10,457 New
10,457 $204,000
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.