Summit Investment Advisory Services, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,946 shares of MDYV stock, worth $234,678. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,946Holding current value
$234,678% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$506 Million1.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$111 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.17MShares$93 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$55 Million4.46% of portfolio
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Tiaa Trust, National Association Charlotte, NC581KShares$46.3 Million0.14% of portfolio