Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
588Shares Held
171MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.55 Billion3.92% of portfolio
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Betterment LLC New York, NY14.5MShares$779 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$605 Million0.33% of portfolio
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Al Ti Global, Inc. New York, NY5.81MShares$312 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$308 Million10.91% of portfolio