Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
27.1K
New
N/A
27.1K $0
Figma Inc
8.19K
New
N/A
8.19K $0
Doubleline ETF Trust
9.87K
New
N/A
9.87K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
6.85K
New
N/A
6.85K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
104K
New
N/A
104K $0
NFTY
First Tr Alphadex Fd Ii India
7.38K
New
N/A
7.38K $0
Direxion Shs ETF Tr
10.6K
New
N/A
10.6K $0
Virtus Convertible & Income
20.3K
+ 19.36%
N/A
125K $0
Viper Energy Inc
18.7K
New
N/A
18.7K $0
Goldman Sachs ETF Tr
28.9K
New
N/A
28.9K $0
Grail Inc
12.7K
New
N/A
12.7K $0
Grayscale Bitcoin Mini Tr Et
29.2K
New
N/A
29.2K $0
Advent Technologies Holdng I
16.5K
New
N/A
16.5K $0
Grayscale Ethereum Mini Tr E
10K
New
N/A
10K $0
STXG
Ea Ser Tr Strive 1000 Growth E
21.4K
New
N/A
21.4K $0
Vanguard Malvern Fds
62.1K
New
N/A
62.1K $0
Global X Fds
1.19K
+ 20.94%
N/A
6.87K $0
Cava Group Inc
17K
New
N/A
17K $0
FSCO
Fs Cr Opportunities Corp Com
1.1M
New
N/A
1.1M $0
STXV
Ea Ser Tr Strive 1000 Value Et
21.7K
New
N/A
21.7K $0
Veru Inc
164K
New
N/A
164K $0
Galaxy Digital Inc.
17.1K
New
N/A
17.1K $0
UTES
Virtus Reaves Utilities ETF
7.51K
New
N/A
7.51K $0
Ge Healthcare Technologies I
15.5K
New
N/A
15.5K $0
Ge Vernova Inc
7.87K
New
N/A
7.87K $0
Amentum Holdings Inc
15.2K
New
N/A
15.2K $0
DRLL
Ea Ser Tr Strive U S Energy Et
25.2K
New
N/A
25.2K $0
Tidal Trust Ii
9.79K
New
N/A
9.79K $0
Roundhill ETF Trust
6.08K
New
N/A
6.08K $0
Morgan Stanley ETF Trust
32.1K
New
N/A
32.1K $0
Sow Good Inc
92.5K
New
N/A
92.5K $0
Morgan Stanley ETF Trust
51.8K
New
N/A
51.8K $0
Msc Income Fund Inc
12.6K
New
N/A
12.6K $0
Nano Nuclear Energy Inc
20.9K
New
N/A
20.9K $0
Siriusxm Holdings Inc
695
+ 2.4%
N/A
29.7K $0
MAXI
Simplify Exc Traded Fds Bitcoi
22K
New
N/A
22K $0
HIGH
Simplify Exchange Traded Fds E
36.8K
New
N/A
36.8K $0
American Centy ETF Tr
21K
New
N/A
21K $0
American Centy ETF Tr
5.59K
New
N/A
5.59K $0
Calamos ETF Tr
59.2K
New
N/A
59.2K $0
Linde PLC
303
+ 3.35%
N/A
9.34K $0
Amplify ETF Tr
1.62K
+ 20.31%
N/A
9.61K $0
Amplify ETF Tr
194K
New
N/A
194K $0
Luminar Technologies Inc
13.4K
New
N/A
13.4K $0
Managed Portfolio Series
24.2K
New
N/A
24.2K $0
Mediwound LTD
16K
New
N/A
16K $0
Paramount Skydance Corp
33.8K
New
N/A
33.8K $0
TUA
Simpl Exch Traded Fds Sht Term
66.5K
New
N/A
66.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
107K
New
N/A
107K $0
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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