Summit Place Financial Advisors, LLC New Holdings in Q3 2024

Summit Place Financial Advisors, LLC

  • $170 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WBD
Warner Bros. Discovery, Inc.

Communication Services
61.2K
New
$6.71 - $8.78 $411K - $538K
61.2K $505K
MCD
Mcdonalds Corp

Consumer Cyclical
694
New
$245.82 - $304.51 $171K - $211K
694 $211K
VTI
Vanguard Total Stock Market Et

ETFs
725
New
$255.18 - $283.2 $185K - $205K
725 $205K
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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