Summit Trail Advisors, LLC Direxion Shs ETF Tr Daily Dow Transaction History

Summit Trail Advisors, LLC

$5.73 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$18.24 - $31.96 $218,879 - $383,520	12,000 New	12,000 $321,000

Others Institutions Holding WEBL

# of Institutions

17

Shares Held

219K

Call Options Held

30.7K

Put Options Held

1.6K

Susquehanna International Group, LLP Bala Cynwyd, PA

45K
Shares

$1.35 Million
0.0% of portfolio
Sbi Securities Co., Ltd. Tokyo, M0

38K
Shares

$1.14 Million
0.03% of portfolio
Pathstone Family Office, LLC Englewood, NJ

33.7K
Shares

$1.01 Million
0.0% of portfolio
Virtu Financial LLC New York, NY

26.7K
Shares

$799,740
0.04% of portfolio
Chicago Partners Investment Group LLC

23.4K
Shares

$702,630
0.02% of portfolio

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