Summit Investment Advisory Services, LLC Purchases and Sells in Q3 2024

Summit Investment Advisory Services, LLC

4 operations

Stock	Shares change	Price Range	Shares Held
VTI	13.6K + 277.57%	$255.18 - $283.2 $3.48M - $3.86M	18.6K $5.25B
SPY	2.32K + 460.12%	$517.38 - $573.86 $1.2M - $1.33M	2.82K $1.62B
SPYG	10.6K + 47.75%	$73.38 - $84.1 $779K - $893K	32.8K $2.72B
VOO	59 + 6.8%	$475.2 - $527.7 $28K - $31.1K	927 $489M

60 operations

Stock	Shares change	Price Range	Shares Held
CGDV	885K New	$32.96 - $36.48 $29.2M - $32.3M	885K $32.3B
CGGR	779K New	$30.71 - $34.79 $23.9M - $27.1M	779K $27.1B
DGRO	374K New	$57.47 - $62.76 $21.5M - $23.5M	374K $23.4B
CGUS	603K New	$31.19 - $34.33 $18.8M - $20.7M	603K $20.7B
SPSM	216K New	$41.02 - $46.01 $8.84M - $9.92M	216K $9.81B
SPTM	129K New	$63.28 - $70.06 $8.19M - $9.07M	129K $9.07B

7 operations

Stock	Shares change	Price Range	Shares Held
IWF	-17.4K - 95.22%	$332.02 - $382.76 $5.77M - $6.65M	873 $328M
IWD	-13.6K - 90.67%	$173.36 - $189.8 $2.36M - $2.58M	1.4K $266M
AAPL	-4.25K - 76.44%	$207.23 - $234.82 $881K - $999K	1.31K $305M
NVDA	-5.03K - 74.65%	$98.91 - $134.91 $498K - $679K	1.71K $207M
IWR	-5.54K - 42.39%	$79.92 - $88.19 $443K - $488K	7.53K $663M
MSFT	-430 - 35.1%	$395.15 - $467.56 $170K - $201K	795 $342M

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.