Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 06, 2019

SELL
N/A
-16,134 Closed
0 $0
Q3 2018

Nov 09, 2018

SELL
N/A
-400 Reduced 2.42%
16,134 $182,000
Q2 2018

Aug 06, 2018

SELL
N/A
-257 Reduced 1.53%
16,534 $225,000
Q1 2018

May 14, 2018

BUY
N/A
16,791 New
16,791 $226,000
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.