Summit Financial Strategies, Inc. DIMENSIONAL ETF TRUST Transaction History

Summit Financial Strategies, Inc.

  • $749 Million
  • Q2 2024
Number of Shares
649,879
Previous 517,460 25.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
N/A
132,419 Added 25.59%
649,879 $0
Q1 2024

May 09, 2024
BUY
N/A
110,149 Added 27.04%
517,460 $0
Q4 2023

Feb 13, 2024
BUY
N/A
407,311 New
407,311 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email