Summit Financial Strategies, Inc. Options Holdings

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $1.08 Billion
  • Prior Value $998 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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