Summit Investment Advisory Services, LLC Portfolio Holdings
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
Summit Investment Advisory Services, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $85.1 Billion distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Self Idxd Fd Tr Bul with a value of $8.96B, Invesco Et Sf Idxd Fd Tr Bulle with a value of $8.42B, Ishares Russell 1000 Gr ETF with a value of $6.65B, Invesco Et Self Idxd Fd Tr Bul with a value of $5.91B, and Invesco Et Seld Idxd Fd Tr Bul with a value of $5.18B.
Examining the 13F form we can see an decrease of $83.9B in the current position value, from $169B to 85.1B.
Summit Investment Advisory Services, LLC is based out at Roseville, MN
Below you can find more details about Summit Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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