CIK: 0001625246
Summit Financial Strategies, Inc.
| Filing Date | Previous Period | Total Shares | Share-Type | Market Value | Change |
|---|---|---|---|---|---|
2020-11-16 | 461.71K | 469.25K | Shares | 14.73M | 7.54K |
2020-11-16 | 461.71K | 469.25K | Shares | 14.73M | 7.54K |
2020-11-16 | 473.37K | 463.80K | Shares | 36.94M | -9.57K |
2020-11-16 | 473.37K | 463.80K | Shares | 36.94M | -9.57K |
2020-11-16 | 253.65K | 257.39K | Shares | 14.28M | 3.74K |
2020-11-16 | 253.65K | 257.39K | Shares | 14.28M | 3.74K |
2020-11-16 | 181.73K | 178.69K | Shares | 12.55M | -3.04K |
2020-11-16 | 181.73K | 178.69K | Shares | 12.55M | -3.04K |
2020-11-16 | 179.93K | 178.47K | Shares | 11.36M | -1.46K |
2020-11-16 | 179.93K | 178.47K | Shares | 11.36M | -1.46K |
2020-11-16 | 157.88K | 157.28K | Shares | 10.75M | -597 |
2020-11-16 | 157.88K | 157.28K | Shares | 10.75M | -597 |
2020-11-16 | 0 | 130.03K | Shares | 5.25M | 130.03K |
2020-11-16 | 0 | 130.03K | Shares | 5.25M | 130.03K |
2020-11-16 | 130.14K | 127.09K | Shares | 42.71M | -3.04K |
2020-11-16 | 130.14K | 127.09K | Shares | 42.71M | -3.04K |
2020-11-16 | 120.48K | 118.30K | Shares | 25.43M | -2.19K |
2020-11-16 | 120.48K | 118.30K | Shares | 25.43M | -2.19K |
2020-11-16 | 95.51K | 92.26K | Shares | 17.10M | -3.25K |
2020-11-16 | 95.51K | 92.26K | Shares | 17.10M | -3.25K |
2020-11-16 | 81.63K | 86.11K | Shares | 4.83M | 4.48K |
2020-11-16 | 81.63K | 86.11K | Shares | 4.83M | 4.48K |
2021-02-05 | 0 | 84.01K | Shares | 519K | 84.01K |
2023-04-21 | 64.52K | 64.11K | Shares | 10.57M | -410 |
2023-07-21 | 48.59K | 63.07K | Shares | 679.90K | 14.48K |
2020-11-16 | 38.42K | 38.36K | Shares | 1.25M | -62 |
2020-11-16 | 38.42K | 38.36K | Shares | 1.25M | -62 |
2021-05-11 | 35.47K | 35.47K | Shares | 558K | 0 |
2023-07-21 | 35.94K | 35.16K | Shares | 11.99M | -781 |
2021-05-11 | 34.29K | 34.29K | Shares | 4.61M | 0 |
2021-05-11 | 35.18K | 33.38K | Shares | 8.53M | -1.80K |
2020-11-16 | 17.33K | 16.73K | Shares | 844K | -596 |
2020-11-16 | 17.33K | 16.73K | Shares | 844K | -596 |
2020-11-16 | 16.25K | 16.25K | Shares | 717K | 0 |
2020-11-16 | 16.25K | 16.25K | Shares | 717K | 0 |
2021-05-11 | 13.09K | 12.78K | Shares | 1.73M | -311 |
2021-05-11 | 12.99K | 12.76K | Shares | 494K | -223 |
2021-05-11 | 8.87K | 11.51K | Shares | 348K | 2.64K |
2023-07-21 | 10.50K | 10.69K | Shares | 1.56M | 196 |
2022-10-21 | 7.03K | 10.03K | Shares | 864K | 3.00K |
2023-07-21 | 8.45K | 8.45K | Shares | 376.19K | 0 |
2021-02-05 | 8.01K | 8.33K | Shares | 1.85M | 320 |
2021-02-05 | 0 | 8.32K | Shares | 427K | 8.32K |
2023-07-21 | 8.15K | 8.03K | Shares | 1.05M | -123 |
2021-05-11 | 7.73K | 7.18K | Shares | 401K | -554 |
2020-11-16 | 6.88K | 6.88K | Shares | 1.17M | 0 |
2020-11-16 | 6.88K | 6.88K | Shares | 1.17M | 0 |
2020-11-16 | 6.62K | 6.63K | Shares | 391K | 17 |
2021-02-05 | 5.80K | 6.60K | Shares | 329K | 802 |
2021-05-11 | 6.30K | 6.50K | Shares | 779K | 200 |
2023-07-21 | 5.88K | 5.85K | Shares | 967.74K | -36 |
2021-02-05 | 5.39K | 5.82K | Shares | 476K | 426 |
2023-07-21 | 0 | 5.80K | Shares | 212.61K | 5.80K |
2021-05-11 | 5.80K | 5.72K | Shares | 871K | -77 |
2020-11-16 | 5.83K | 5.60K | Shares | 1.72M | -239 |
2020-11-16 | 5.83K | 5.60K | Shares | 1.72M | -239 |
2020-11-16 | 5.20K | 5.49K | Shares | 648K | 287 |
2020-11-16 | 5.20K | 5.49K | Shares | 648K | 287 |
2020-11-16 | 5.25K | 5.25K | Shares | 605K | 1 |
2020-11-16 | 5.25K | 5.25K | Shares | 605K | 1 |
2021-02-05 | 5.57K | 5.08K | Shares | 544K | -488 |
2021-05-11 | 5.06K | 5.03K | Shares | 672K | -29 |
2023-07-21 | 4.89K | 4.89K | Shares | 337.08K | 0 |
2021-05-11 | 4.82K | 4.82K | Shares | 641K | 0 |
2020-11-16 | 4.98K | 4.78K | Shares | 1.60M | -200 |
2020-11-16 | 4.98K | 4.78K | Shares | 1.60M | -200 |
2020-11-16 | 4.73K | 4.72K | Shares | 1.02M | -10 |
2020-11-16 | 4.73K | 4.72K | Shares | 1.02M | -10 |
2020-11-16 | 4.39K | 4.39K | Shares | 358K | 0 |
2020-11-16 | 4.25K | 4.21K | Shares | 528K | -41 |
2020-11-16 | 4.25K | 4.21K | Shares | 528K | -41 |
2021-02-05 | 3.65K | 3.65K | Shares | 661K | 0 |
2023-07-21 | 3.61K | 3.61K | Shares | 674.32K | 0 |
2023-07-21 | 3.54K | 3.54K | Shares | 311.93K | 1 |
2021-05-11 | 3.30K | 3.30K | Shares | 579K | 0 |
2021-05-11 | 3.19K | 3.20K | Shares | 249K | 12 |
2020-11-16 | 3.08K | 3.08K | Shares | 246K | 0 |
2020-11-16 | 3.08K | 3.08K | Shares | 246K | 0 |
2020-11-16 | 2.92K | 2.87K | Shares | 293K | -51 |
2020-11-16 | 2.92K | 2.87K | Shares | 293K | -51 |
2023-07-21 | 2.72K | 2.78K | Shares | 436.96K | 58 |
2021-05-11 | 2.67K | 2.59K | Shares | 425K | -81 |
2020-11-16 | 2.72K | 2.57K | Shares | 585K | -149 |
2020-11-16 | 2.72K | 2.57K | Shares | 585K | -149 |
2021-05-11 | 2.67K | 2.55K | Shares | 361K | -115 |
2020-11-16 | 2.40K | 2.44K | Shares | 315K | 41 |
2020-11-16 | 2.40K | 2.44K | Shares | 315K | 41 |
2023-07-21 | 2.36K | 2.38K | Shares | 440.76K | 19 |
2020-11-16 | 2.34K | 2.34K | Shares | 244K | 0 |
2020-11-16 | 2.34K | 2.34K | Shares | 244K | 0 |
2020-11-16 | 0 | 1.92K | Shares | 202K | 1.92K |
2020-11-16 | 0 | 1.92K | Shares | 202K | 1.92K |
2020-11-16 | 1.89K | 1.89K | Shares | 385K | 0 |
2020-11-16 | 1.89K | 1.89K | Shares | 385K | 0 |
2020-11-16 | 1.66K | 1.66K | Shares | 324K | 0 |
2020-11-16 | 1.66K | 1.66K | Shares | 324K | 0 |
2020-11-16 | 0 | 1.61K | Shares | 207K | 1.61K |
2020-11-16 | 0 | 1.61K | Shares | 207K | 1.61K |
2021-05-11 | 1.65K | 1.60K | Shares | 358K | -54 |
2021-05-11 | 1.54K | 1.54K | Shares | 392K | 0 |