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  Name: Summit Financial Strategies Inc.
  City: Columbus
  State: OH
  Zip: 43235-8446
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $716,946,000
  Total Value Change : $62,502,000
  Securities Held Change : 8
   
All Securities Held : 150
  New Positions : 8
  Closed Positions : 2
  Increased Positions : 50
  Unchanged Positions : 40
  Decreased Positions : 52

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     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
   (ANF)1 Year Chart         ANF Abercrombie & Fitch Co 152 Closed $122.08 $0 0 0% -316,000 -3,577 0    Apparel Stores
   (MHO)1 Year Chart         MHO M I Schottenstein Homes Inc 151 Closed $129.24 $0 0 0% -498,000 -3,614 0    Residential Construct...

      2 Records Found
  1    
Page 1 of 1
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