Summit Trail Advisors, LLC
CIK Number: 0001698478
4.03B
Market Value
694
# of Holdings
8 months
Avg. Holding Period
62.26%
Win Rate
18.37%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 534.79 | +0.04% | 895.78K | +1.18% | 474.14M | 382.3 | 11.75% | |
| 2 | Vanguard Scotts... | 57.48 | +0.06% | 3.99M | +36.17% | 241.23M | 58.9 | 5.98% | |
| 3 | Ishares Tr | 95.87 | +0.02% | 1.67M | -3.75% | 169.50M | 97.9 | 4.20% | |
| 4 | Invesco Exchang... | 176.02 | +0.77% | 737.28K | +10.22% | 132.09M | 153.54 | 3.27% | |
| 5 | Broadcom Inc | 224.09 | -0.53% | 666.62K | +909.39% | 114.99M | 188.25 | 2.85% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.