Summit Investment Advisory Services, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 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 3,303 shares of MDYV stock, worth $276,262. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,303
Previous 2,946
12.12%
Holding current value
$276,262
Previous $234 Million
13.16%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
377Shares Held
27.7MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$532 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$116 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$97.6 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$57.8 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$48.6 Million0.14% of portfolio