Summit Place Financial Advisors, LLC Purchases and Sells in Q1 2025

Summit Place Financial Advisors, LLC

46 operations

Stock	Shares change	Price Range	Shares Held
IAU	20.5K + 24.77%	$49.74 - $58.96 $1.02M - $1.21M	103K $6.09M
XLK	3.62K + 305.57%	$206.38 - $242.18 $747K - $877K	4.81K $992K
RTX	116 + 0.36%	$114.1 - $135.66 $13.2K - $15.7K	32.4K $4.29M
SLG	10.7K + 149.58%	$55.58 - $68.38 $594K - $731K	17.8K $1.03M
JNJ	800 + 4.38%	$142.06 - $167.7 $114K - $134K	19K $3.16M
HIG	765 + 2.86%	$106.31 - $123.73 $81.3K - $94.7K	27.5K $3.4M

4 operations

Stock	Shares change	Price Range	Shares Held
JMST	13.8K New	$50.72 - $50.92 $700K - $703K	13.8K $701K
VTEB	7.63K New	$49.25 - $50.66 $376K - $386K	7.63K $378K
SUB	2.66K New	$105.3 - $106.24 $280K - $283K	2.66K $280K
ELV	542 New	$365.9 - $436.25 $198K - $236K	542 $235K

25 operations

Stock	Shares change	Price Range	Shares Held
ABT	-14.8K - 57.4%	$111.1 - $140.22 $1.64M - $2.07M	10.9K $1.45M
NVDA	-7 - 0.01%	$106.98 - $149.43 $749 - $1.05K	56K $6.07M
IPG	-26.6K - 44.17%	$25.93 - $29.28 $689K - $778K	33.6K $912K
BX	-235 - 1.04%	$136.53 - $186.74 $32.1K - $43.9K	22.4K $3.13M
AVGO	-585 - 6.42%	$167.43 - $244.7 $97.9K - $143K	8.52K $1.43M
WST	-1.31K - 48.44%	$199.11 - $347.87 $260K - $455K	1.39K $311K

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