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  Name: Summit Place Financial Advisors LLC
  City: SUMMIT
  State: NJ
  Zip: 07901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $170,726,000
  Total Value Change : $17,800,000
  Securities Held Change : 4
   
All Securities Held : 91
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 29
  Unchanged Positions : 18
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GE)1 Year Chart         GE General Electric Co 93 Closed $155.69 $0 0 0% -2,697,000 -21,130 0    Conglomerates
   (PBW)1 Year Chart         PBW Invesco WilderHill Clean En... 92 Closed $22.18 $0 0 0% -267,000 -9,000 0    Closed - End Fund - Debt
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 91 Closed $31.56 $0 0 0% -225,000 -7,200 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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