Number of Shares
18,728
Previous 18,060 3.7%
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
Q4 2024

Jan 29, 2025

BUY
N/A
668 Added 3.7%
18,728 $0
Q3 2024

Nov 12, 2024

SELL
N/A
-2,205 Reduced 10.88%
18,060 $0
Q2 2024

Aug 13, 2024

SELL
N/A
-5,223 Reduced 20.49%
20,265 $0
Q1 2024

Apr 23, 2024

BUY
N/A
21,656 Added 565.14%
25,488 $0
Q4 2023

Feb 06, 2024

SELL
N/A
-336 Reduced 8.06%
3,832 $0
Q3 2023

Oct 30, 2023

SELL
N/A
-125 Reduced 2.91%
4,168 $0
Q2 2023

Jul 25, 2023

BUY
N/A
4,293 New
4,293 $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.