Summit Place Financial Advisors, LLC Purchases and Sells in Q3 2024

Summit Place Financial Advisors, LLC

20 operations

Stock	Shares change	Price Range	Shares Held
EQR	13K + 217.25%	$67.19 - $78.09 $876K - $1.02M	19K $1.42M
UNH	497 + 11.25%	$488.01 - $604.18 $243K - $300K	4.91K $2.87M
HIG	1.15K + 4.64%	$98.71 - $117.61 $114K - $135K	25.9K $3.05M
IPG	10.4K + 18.11%	$28.08 - $32.61 $293K - $340K	68K $2.15M
CSIQ	22.2K + 59.96%	$11.91 - $17.41 $264K - $387K	59.2K $992K
EWW	3.96K + 24.0%	$57.0 - $57.0 $225K - $225K	20.4K $1.16M

3 operations

Stock	Shares change	Price Range	Shares Held
WBD	61.2K New	$6.71 - $8.78 $411K - $538K	61.2K $505K
MCD	694 New	$245.82 - $304.51 $171K - $211K	694 $211K
VTI	725 New	$255.18 - $283.2 $185K - $205K	725 $205K

54 operations

Stock	Shares change	Price Range	Shares Held
MSFT	-1.06K - 6.04%	$395.15 - $467.56 $418K - $495K	16.5K $7.09M
NVDA	-4.86K - 7.56%	$98.91 - $134.91 $481K - $656K	59.4K $7.21M
USDU	-10.2K - 4.9%	$26.31 - $27.16 $268K - $277K	198K $5.25M
NFLX	-788 - 13.31%	$598.55 - $722.26 $472K - $569K	5.13K $3.64M
ICLN	-22.7K - 44.42%	$13.26 - $14.77 $300K - $335K	28.3K $416K
IWB	-900 - 56.89%	$283.28 - $314.39 $255K - $283K	682 $214K

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