Summit Trail Advisors, LLC BROOKFIELD ASSET MANAGMT LTD Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025
Number of Shares
16,310
Previous 9,311 75.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
6,999 Added 75.17%
16,310 $0
Q2 2025

Aug 14, 2025
BUY
N/A
9,311 New
9,311 $0
Q3 2024

Nov 12, 2024
BUY
N/A
155 Added 2.21%
7,158 $0
Q4 2023

Feb 06, 2024
SELL
N/A
-153 Reduced 2.14%
7,003 $0
Q2 2023

Jul 25, 2023
SELL
N/A
-745 Reduced 9.43%
7,156 $0
Q1 2023

May 04, 2023
BUY
N/A
372 Added 4.94%
7,901 $0
Q4 2022

Feb 07, 2023
BUY
N/A
7,529 New
7,529 $0
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email