Summit Investment Advisory Services, LLC Purchases and Sells in Q1 2025

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025

Top Buys

Incresed Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
FRANKLIN TEMPLETON ETF TR
799K
+ 936.02%
N/A
885K $23.6B
10K
+ 1.09%
$34.95 - $37.36 $350K - $374K
931K $33.2B
4.17K
+ 24.39%
$44.44 - $45.83 $185K - $191K
21.3K $952M
5.46K
+ 27.66%
$24.48 - $26.59 $134K - $145K
25.2K $617M
539
+ 17.63%
$251.87 - $277.95 $136K - $150K
3.6K $930M
717
+ 54.69%
$209.68 - $247.1 $150K - $177K
2.03K $450M
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
3.23K
New
$79.84 - $94.5 $258K - $305K
3.23K $290M
10K
New
$5.87 - $6.26 $58.7K - $62.6K
10K $58.9M

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-33.1K
- 4.11%
$33.98 - $39.84 $1.12M - $1.32M
772K $26.4B
-4.1K
- 5.57%
$92.45 - $106.69 $379K - $437K
69.6K $6.46B
-7.71K
- 23.73%
$50.21 - $57.73 $387K - $445K
24.8K $1.27B
-1.57K
- 4.65%
$80.05 - $92.39 $125K - $145K
32.1K $2.58B
-1.77K
- 10.21%
$185.78 - $198.58 $330K - $352K
15.6K $2.97B
-153
- 2.49%
$369.1 - $427.61 $56.5K - $65.4K
6K $2.23B
View all
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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