Summit Trail Advisors, LLC Sun Life Financial Inc Transaction History

Summit Trail Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$46.92 - $52.8 $8,867 - $9,979	-189 Reduced 4.33%	4,180 $203,000
Q2 2023 Jul 25, 2023	BUY	$46.85 - $52.12 $204,687 - $227,712	4,369 New	4,369 $227,000
Q1 2018 May 21, 2018	BUY	$40.59 - $44.15 $87,755 - $95,452	2,162 Added 4079.25%	2,215 $2,000
Q4 2017 Feb 14, 2018	BUY	$38.83 - $41.26 $2,057 - $2,186	53	53 $2,000

460

264M

3.21M

5.28M

Ticker SLF
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 586,121,984
Market Cap $35.7B
Description
Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...

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