Number of Shares
17,651
Previous 11,005 60.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
N/A
6,646 Added 60.39%
17,651 $0
Q3 2024

Nov 12, 2024

SELL
N/A
-3,195 Reduced 22.5%
11,005 $0
Q2 2024

Aug 13, 2024

BUY
N/A
14,200 New
14,200 $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.