Summit Trail Advisors’s Factset FDS Stock Holding History

Summit Trail Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$651K	Buy
2024 Q4	–	Sell
2024 Q3	$417K	Buy
2018 Q1	–	Sell
2017 Q4	$53K	Buy