Elizabeth Miller

@Summit Place Financial Advisors, Llc

Latest period2024 - Q3

Reported2mo 26d ago

Managed Assets$179.264M

Total holdings91

Assets growth rate5.99%

Assets growth rate (2-Q avg)2.53%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Place Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Summit Place Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 179.264M in assets, with a quarterly growth rate of 5.99% and a 2-quarter average growth rate of 2.53%. The portfolio is managed by Elizabeth Miller, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WBDWarner Bros Discovery Inc Recent Activity New Position	0.29%	$505,131 61,228 shares@ $8.25 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.12%	$211,330 694 shares@ $304.52 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	0.12%	$205,252 725 shares@ $283.11 avg price	New Position