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 $236,740. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,946Holding current value
$236,740% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
358Shares Held
27MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$475 Million1.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$137 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC1.2MShares$96.7 Million0.04% of portfolio
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Lutz Financial Services LLC676KShares$54.3 Million4.3% of portfolio
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Tiaa Trust, National Association Charlotte, NC591KShares$47.5 Million0.13% of portfolio